Administrator and Paraplanner

Administrator/Paraplanner – Portadown – £25,000

Working with a leading financial planning firm you will work closely with leadership to service an existing client base and help grow the business.

Benefits:

• A discretionary bonus scheme is based on personal and company performance.


• Generous wider benefits package – pension, life assurance, health insurance, and other employment benefits.


• The firm is supportive of career progression and professional development, including exams.

Duties:

• Working with a senior financial planner.


• Gathering and analysing data.


• Undertaking technical research on a wide range of financial products.


• Preparing suitability reports with support and guidance from a financial planner.


• Maintaining a client management system.

Criteria:

• Customer service skills to help maintain a professional, positive, and friendly attitude with an ability to build strong client relationships.


• Excellent communication skills and strong personal organisation.


• Financial or paraplanning experience is desired.

For more information, please apply now or call Black Fox Solutions to discuss further.