- Provide technical, research and admin support to the advisers.
- Submit new business and follow up pipeline through to issue.
- Maintain high documentation standards in line with company and statutory compliance.
Senior Administrator - Fleet, United Kingdom - THE OPENWORK PARTNERSHIP
Description
Senior Administrator / Paraplanner
Office based in Fleet, Hampshire
A negotiable salary of £32,000 - £35,000 plus benefits
Growth and Development opportunities available
We are recruiting for one of our partnership businesses based in their Fleet, Hampshire offices. With more than 35 years' experience of working with clients, making a positive change to lives is what drives our client on a daily basis. They take pride in their inter-generational work - supporting clients and their families on their journey's.
Due to expansions and demand they are on the hunt for a Senior Administrator / Paraplanner to join the growing team. This role would suit someone looking to build a career in the business and be part of its success.
Applications for this vital role are particularly welcome from proactive and conscientious individuals with the ability to identify and resolve issues at source whilst maintaining a calm, welcoming demeanour with clients and Advisor's alike.
We welcome those that are fully qualified in Financial Advice but also those starting out their qualification and wanting to continue.
Key Accountabilities