Financial Services Administrator / Paraplanner

Your new company
Hays are partnering with a local, Chartered Financial Planning firm based in Penrith, established over 20 years ago. This organisation has an excellent reputation, with the majority of their business coming from referrals and word of mouth. They are a friendly and welcoming team, based in a beautiful office that welcomes dogs! Offering excellent benefits and priding themselves on caring for their employees and candidates alike, providing a high level of quality and expertise.They are located in a central and easily accessible area.
Your new role
This client is looking for a motivated and enthusiastic individual to join their small team. You will be working closely with another Paraplanner, the wider team, and in conjunction with local Solicitors and Accountants, you will provide holistic financial planning for clients.
Duties will include:

• Working with Financial Planners to arrange and prepare for client meetings.
  
• Use a variety of IT systems to process new business.
  
• Contribution to the client review process.
  
• Ensuring accuracy of client records, data entry and calculations.
  
• Working to deadlines.
  

• Familiarity with systems such as Intelligent Office is advantageous.
  
• Good literacy and numeracy skills and the ability to work to a high degree of accuracy.
  
• Ability to communicate clearly and professionally.
  
• Some knowledge of relevant legislation.
  

• Annual salary is subject to experience and qualifications- this exceeds the offerings of nearby firms.
  
• 28 days of annual leave - increasing with service.
  
• Exam support - funded by the firm, mentoring and study days.
  
• Access to the pension scheme with free financial advice.
  
• Company sick pay
  
• Maternity, Paternity and Adoption pay
  
• Flexibility to suit work/ life balance
  
• Company events
  
• Parking offered