Location
Crawley
Salary £28000 - £35000 TypePermanent WorkplaceHybrid Ref87187
Recruiter Managing This Role
A brand-new opportunity has arisen to work as part of a lively and friendly client support team, providing administrative support. This is an exciting, fast paced and varied role, which will include liaising with clients and Financial Planners
The Opportunity
1. Managing the Letters of Authority process
2. Submitting new business files
3. Onboarding and supporting new Financial Planners
4. Producing annual review documents
5. Trading on provider platforms and obtaining required information
6. Booking client review meetings
Benefits:
7. Income Protection
8. Death in service of 4 x salary
9. Private Medical Insurance
10. Parking
11. Monday to Friday, 37.5 hours
12. Flexible working environment
13. Exam Support
14. Structure in place to support career progression and growth
15. Hybrid working after probation (2days office, 3 from home)
Whats needed to be considered?
16. Knowledge and experience in working with provider platforms
17. Attention to detail, thoroughness and accuracy
18. Initiative to develop own ideas and projects to assist in the ongoing development of team
19. Great communication skills, highly motivated and a strong team player
Whats next?
Apply today to be considered for this Admin/ Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Trainee Paraplanner, Report Writing, Paraplanning, Financial Service Admin
#LI-LW1 #LI-hybrid