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Administrator Paraplanner Job Details
Job title: Administrator Paraplanner
Category: Commercial
Term: Permanent
Location: Suffolk
Ref: 894850
Job description:
Location: Ipswich



Salary: £23,000 - £25,000



Overview:

Hunterskill Recruitment Ltd are delighted to be working on behalf of a leading accountancy firm based in Ipswich. This is an excellent opportunity for an experienced Administrator Paraplanner to develop a career with one the most prestigious firms of Accountants in East Anglia. Key duties will include:



* to undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients;
* to undertake the required number of chargeable hours for the department; and
* to complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take.



Typical Tasks:



* maintenance of client and portfolio records;
* preparation of client files for annual or half yearly reviews;
* process client new business and general client administration as required;
* produce financial product and investment product recommendation reports;
* undertake product and provider research including selecting funds from the Sesame Research panels;
* preparing necessary paperwork and application forms for client meetings;
* attend client meetings as required and produce notes of meeting, confirming action points to be undertaken by either the Independent Financial Adviser, the client or another third party.



This list is not exhaustive. You MUST possess the Certificate in Financial Planning certification for this role.



For more information, or if you wish to apply for this position, please email an up to date CV, stating salary requirements with the Job Title shown above as the subject or call 01473 557942
Salary: 25000 per annum
Benefits:
Start date: ASAP
Contact name: Nick Fisk
Contact email address: nick.fisk@hunterskill.com
Contact telephone number: 01473 216611
Apply for position:
Please complete the short form below and submit it to us attaching your CV at the same time in the format of a pdf, doc or docx.
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