Financial Planning Administrator Job in Newport, Telford and Wrekin. Apply for the latest Newport, Telford and Wrekin jobs in Accounting/Financial/Insurance.
Financial Planning Administrator Job in Newport, Telford and Wrekin
Job Description
In this Financial Planning Administrator / Paraplanner job in Newport, Shropshire, you will be working closely their team of Financial Advisors and support staff to ensure clients receive appropriate financial planning.
As a Financial Planning Administrator / Paraplanner, you will be undertaking a mixture of technical tasks and relationship management. Therefore, it is important you are confident undertaking both.
Your key responsibilities will include:
* Acting as a primary point of contact for clients
* Managing diaries for the Financial Advisors
* Managing the leads / enquiries and allocating to relevant Financial Advisors
* Supporting the full advice cycle for clients
* Identifying missed opportunities and prompting the Advisors where required
You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. This role is available due to internal progression.
Financial Planning Administrator / Paraplanner requirements
* This role would suit either a current Paraplanner or Financial Planning Administrator
* You should have experience of liaising with clients and providing a proactive service
* Candidates holding industry qualifications would be beneficial, but not essential
* Candidates with experience of working within small / medium teams would be beneficial
* You should live locally to Newport, Shropshire
The Company
This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well.
Financial Planning Administrator / Paraplanner Benefits
* Salary of £24,000 – £35,000
* Office based role
* 35 hours per week, Monday to Friday
* Joining a friendly, supportive team
Location
Newport, Shropshire
Call us now on (phone number removed) or click Apply
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Job Type: Permanent, Full Time
Location: Newport, Telford and Wrekin
Category: Accounting/Financial/Insurance
City: Newport, Telford and Wrekin
County: Shropshire
Country: United Kingdom
Salary: £24000 – £35000/annum
Benefits:
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