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Wednesday 13 July 2011

Administrator Paraplanner for Financial Planning Firm (Winterbourne)

We are currently recruiting for an experienced Administrator Paraplanner who is extremely self-disciplined honest sincere able to work from home and able to ensure the smooth processing of new pensions and investment business. The role will include but is not limited to the following duties Assisting clients with the implementation of their new investments and pensions Liaising with investment houses life assurance and pension companies Dealing with letters and e-mails Producing letters reports and presentations Organising and maintaining office systems The ideal candidate will possess previous financial services administration experience and the following skills competencies Ideally Fpc qualified or evidence of experience in the financial services industry Exceptional written and verbal communication skills Excellent working knowledge of Ms Word Excel and PowerPoint The ability to prioritise a heavy workload to strict deadlines The ability to remain calm under pressure This is an excellent opportunity for someone located in North of Bristol to join a young fast growing financial planning business. Location is important as you need to be close to our office in Frampton Cotterell Winterborne. The role can evolve as the company grows. We intend to retain and look after dedicated and committed people. Hours per week are flexible minimum 20 hours with the potential to increase to a full time role (or we shall recruit additional key support. Remuneration Dependent on experience. Please email Cv and or call.

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