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    Financial Paraplanner - Birmingham, United Kingdom - Openwork Services Limited

    Openwork Services Limited
    Openwork Services Limited Birmingham, United Kingdom

    1 week ago

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    Description

    Salary:
    £24,000 to £30,000 (depending on experience)

    This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.

    We are looking for someone, ideally in the role of Paraplanner currently or that of a junior paraplanner or Senior Administrator within the financial advice industry.

    This is an full time office based role, located in the Harborne area of South West Birmingham.
    To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.

    • Manage the internal processing system to ensure the delivery of ongoing service requirements, maintaining accurate CRM records.
    • To manage ad hoc client administration including elements such as withdrawals, changes of address, requests for documentation etc.
    • Provide ad hoc research and administrative support to the Principal/adviser as and when required
    • Compliance - understand and adhere to the practice and Openwork's systems and regulatory requirements and, where appropriate, comply with all relevant regulatory policies. This includes completion of any mandatory training requirements
    Minimum 2 to 5 years' experience in an administrative/paraplanner role based in a Financial Advice business or the Financial Services Industry

    • An understanding of fund management, UK taxation, life insurance and investment products
    • IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
    • If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers #J-18808-Ljbffr
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