This highly regarded Financial Planning firm is looking to strengthen its Support Team with the addition of a highly Technical Administrator or Paraplanner to work within this Northamptonshire Financial Services Group.
Having been established for over 30 years, it has developed an enviable reputation within the local market, developing a very loyal client bank. Due to recent expansion and increased volumes of clients, it requires a technically competent Technical Administrator or Paraplanner to help ease the workload for the team and advisors
You will play a pivotal role in supporting the provision of financial planning solutions to his clients, preparing client files and producing manual valuation statements. These reviews will generate a variety of transactions including; the registration of presently 'non-platform' Investment Portfolios, transfer of existing Stocks and Shares, Individual Savings Accounts, switches of existing Investment Fund Holdings, and some new cash investment.
It is vital that you have relevant experience within a similar position within the Financial Services industry, including report writing and research responsibilities. It is also essential that you are certified to Level 3 or you can show that you are working towards the qualification, a clear progression plan is always available for those who want one.
In return, you will enjoy a generous basic salary up to £30,000, reflective of your experience and qualifications, with salary being reviewed on a very regular basis. In addition there are further benefits that includes a death in service plan. This client invests heavily in its staff, and you will benefit from full support towards further study and professional qualifications.