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Peter Knight Recruitment Ltd

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Job Title: Administrator/ Paraplanner
Sector: Admin
Function: Administration
Salary: £30000 p.a
Location: Stevenage
Job Type: Permanent
Full/Part Time: Full Time
JOB DESCRIPTION

My Client are specialists in providing financial planning services. Their experienced team support Clients by providing sound advice, using their expertise and knowledge. They now require a Administrator/ Paraplanner to join their team, based in Stevenage.

Your responsibilities will involve liaising closely with the Financial Advisors and undertaking research and analysis, to fully understand the Client requirements. This role is heavily focused on administrative duties as you will be providing admin support for mortgage, protection, pension and investment work. You will assist the Advisors with other duties, such as:

  • Accurate data input
  • Undertaking quotations
  • Booking Client review meetings
  • Compiling suitability reports

Candidate requirements for this role include, 2+ years paraplanning/ admin experience and a knowledge of a variety of research tools to analyse, calculate risk, compare and profile investments.

The ideal candidate will have strong communication skills and be proficient in Microsoft Office software applications. You will maintain high standards by being confidential at all times, effectively prioritising workload and having excellent attention to detail.

Job Ref: APP/PKCG
Consultant: Stephanie Lewis Smith

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Telephone: 020 7248 6932     Email: info@peterknightrecruitment.com

 

Address: 11-13 Dowgate Hill, London, EC4R 2SU