Main characteristics
- Location
- Upper Poppleton, North Yorkshire
- Company
- One to One Recruitment
- Salary
- £26000 - £34500/annum
- Employment type
- Permanent
- Category
- Accounting / Financial / Insurance
Job summary
Full or part time positionAre you passionate about financial planning and looking for a supportive work environment? Look no further! We are working with a dynamic and growing company who specialise in wealth management and tax planning (Financial advice) and they are excited to welcome a new Financial Planning Administrator/ Trainee Paraplanner to their team. This could be in a full or part time capacity (e.g. 4 or 5 days)
They are a thriving company with a 40 year history, and are a team of 27 dedicated and friendly professionals who are committed to excellence. They have a collaborative and welcoming work culture coupled with a down to earth family feel approach. They even arrange team mystery days for staff which have historically been anything from quad biking to cookery! Your soon to be manager has a supportive management style and cares about ensuring staff feel valued.
As a Financial Planning Administrator/Trainee Paraplanner, you will play a crucial role in supporting a dedicated financial adviser. Your responsibilities will include:
* Processing and submission of new business
* Completion of client servicing processes
* Dealing with client queries and liaising with financial product providers
* Undertaking relevant research for the financial adviser
* Managing client documentation and ensuring accuracy and compliance with relevant regulatory deadlines
* Coordinating meetings and appointments for the financial adviser.
* Providing general administrative support
As a financial planning administrator/paraplanner you will have:
* Ideally have experience as a paraplanner OR related supporting administrative role in a financial capacity
* Strong numeracy and organisational skills as well as attention to detail.
* Excellent communication and interpersonal skills.
* Experience of using CRM databases and Microsoft Office Suite.
* Positive attitude and the ability to work collaboratively in a team-oriented environment.
What this company offers:
* Base salary of up to £26k (depending on experience) plus bonuses (worth up to £8.5k of which £3,600 is non taxable) if full time.
* 25 days holiday plus bank holidays
* Hybrid working 3 day office, 2 days at home, after initial training
* Pension scheme
* Funded Socials and Mystery Days
* Subsidised Gym Membership
* Health Scheme with access to counselling
* Charity Fundraising Events
* The odd gift here and there
* Monthly Team Superstar Cash Award
* Opportunities for professional development e.g. CII Level 4 Diploma in Financial Planning
* A positive and inclusive work environment with a focus on supporting employees
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