|Location||Maidstone, United Kingdom|
|Date Posted||24th January 2020|
|Salary||C £40,000 + benefits and bonus|
|Industry||Financial Services, IFA|
|Professional Quals||Diploma in Financial Planning level 4|
|Hiring Company||Recruitment Connection Ltd|
Administration Manager and Paraplanner
C£40,000 + benefits inc pension and excellent quarterly bonus.
My client is an award winning chartered financial planners providing holistic financial planning and discretionary fund management.
They are seeking a paraplanner who is also able to act as an administration manager. The role covers preparing and maintaining the client file as well as research and analysis, implementing recommendations and attending client meetings. You will also manage and lead a team of administrators and a paraplanner. You will motivate team members and assesses performance, undertaking annual 1-1’s and regular updates with team. You will provide help to management, including training and communicating compliance updates and keeps management updated on team performance. You will communicate concerns and policies among management and team members and monitoring the workflow in the team
You must have a Minimum 3 years Financial Services industry experience, including previous paraplanning experience and be Level 4 - Diploma Qualified (CII) as well as excellent knowledge of retail investment, savings, pension and protection products.
You should also have strong people management and organisational skills As well as proficiency with using various software packages, such as Microsoft Excel and Word.
The company offers a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards.