Our client is a small established Wealth Management company, through continues growth they are looking to recruit a Part Time Paraplanner (qualified or through experience) They will also be prepared to support you through exams to become qualified.

Hours between 15-20 a week can be flexible on hours.

• Answering the phones
• Processing letters of authority/new business
• Providing support to the advisers
• All general admin i.e (Christmas cards, ordering water for the office, dealing with post/sharing the post run, accepting deliveries)
• Take part in meetings with providers (adds to CPD)
• Take responsibility for preparing and maintaining detailed client files and records.
• Ensure the highest compliance and organisational standards are maintained.
• Some knowledge of financial services industry
• Some familiarity with industry regulations and quality standards
• Solid computer skills, including Microsoft Office and relational databases and software.
• Excellent communication and organizational skills
• Team player
• Use of initiative
• Exceptional client service levels

It would be an advantage if you have knowledge of the wealth management industry or financial services in a support role.