Key Details

  • Salary £20-35,000 DOE
  • Contract Permanent
  • Location Epsom Surrey
  • Holiday Yes
  • Pension Yes

Paraplanner/Administrator

Job Ref: 19728

Job Description

Our client, a highly professional financial consultants practice based in Epsom, Surrey is looking to recruit a Paraplanner/Administrator to join their team.  The ideal candidate will be a Paraplanner/Administrator with a pension/investment/protection background.  Applicants should be client focused with excellent IT skills, strong admin skills and a high level of initiative.  An excellent package is on offer for the right person and the salary is £20k to £35k depending on experience and qualifications.

Main Duties:

  • The preparation of Client review packs
  • Gaining and calculating valuations on investment portfolios, pensions or other holdings and preparing fact find reports based on information gained.
  • Undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile.
  • Preparation of suitability reports.

Skills/Experience:

  • Client focused
  • Knowledge of the financial regulatory industry
  • Ideally an experienced Paraplanner / Administrator already working in a Pension/Investment/Protection environment
  • Able to demonstrate a high level of initiative and strong administrative skills.
  • Excellent telephone manner
  • Competent in Microsoft packages/typing.

We are acting as a Recruitment Agency in relation to this role.

Essential Skills

  • Able to demonstrate a high level of initiative and strong administrative skills.
  • Excellent telephone manner
  • Competent in Microsoft packages/typing.

Desirable Skills

  • Ideally an experienced Paraplanner / Administrator already working in a Pension/Investment/Protection environment

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