Finance Administrator/Assistant Paraplanner - Square Peg Associates Ltd : Job Details

Role: Assistant Paraplanner - Paraplanning Support

Square Peg Associates are currently recruiting for an Assistant Paraplanner to work within successful firm based in Rawtenstall within the Finance sector. The business is experiencing significant growth and require an Assistant to the Paraplanner/Practice Manager to help support the business operations.

Location: Rawtenstall

Role responsibilities:

• To ensure that client relationships can be optimised
• Assist with the daily operation by providing administrative support to the Paraplanning team.
• Completing simple advice letters and file preparation
• Chasing ceding scheme information and liaising with scheme providers.
• Maintain accurate client information and updating information (CFR)
• Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous).
• Maintain technical competence at an appropriate level to meet the requirements of the role.
• Support the day-to-day business operations liaising with other team members within the Practice.

Knowledge and Experience Specification:

• Previous experience in an office support role, ideally in financial services or related sector (though not essential)
• Knowledge of relevant regulation and legislation (desirable)
• Experience of client management systems
• Experience of client care and building and maintaining client relationships

Skills Specification:

• Excellent written communication skills
• Experience of Microsoft Office
• Good organisation skills and attention to detail
• Manages time effectively with the ability to multi-task.
• Keeps calm when faced with conflicting demands and handles these effectively.
• Demonstrates a positive attitude at all times.
• Works well on own tasks as well as on shared goals as part of a team.
• Open to change with a creative approach to problem solving.
• Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.