Senior Financial Administrator or Junior to Mid-Level Paraplanner

Senior Financial Administrator or Junior to Mid-Level Paraplanner

Salary up to £40,000 depending on experience + bonus and benefits

Twickenham area

I am seeking a senior financial administrator or a junior/mid-level paraplanner, for a highly regarded financial planning practice in the Twickenham area.

The company offers a team based approach to advice and is committed to delivery of professional and informed advice to a select corporate and private client base.

As such, they can be flexible in the level of experience and qualification required for this role and can accommodate a senior financial administrator or junior or mid-level paraplanner with experience of using platforms, submitting new business and writing suitability reports. Cii, RO4 or JO5 qualifications would be a bonus, as they are pensions focussed.

The role will involve producing reports, gathering and analysing data for presentation, client reviews and meetings, client servicing including portfolio rebalancing, due diligence and monitoring of compliance.

Working in a varied and friendly environment there is also a strong commitment to personal development and training.

The successful candidate will demonstrate knowledge of pensions and investment business; have exposure to industry software and platforms, knowledge of compliance issues and regulation.

This is a great opportunity to join a mid-sized, friendly practice and get involved in all aspects of the financial planning process.

Apply to mail@jamesassociates.co.uk

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