Job Information

A brand-new opportunity has arisen to work as part of a lively, friendly and well-respected Wealth Management firm, providing Parapanning Administrative support. This is an exciting, fast paced and varied role, which will include liaising with clients and Financial Planners. They provide a personal, independent and bespoke wealth management service to a wide range of clients.

Your duties will include:

• Liaising between Advisers and Management
• Use of research systems including O&M, The Exchange, Synaptics
• Entering Information onto company back office system and onto platform
• Use of product providers websites to send application forms, produce quotations and illustrations
• Support advisers in file construction, ensuring file is compliant and ready for checking and prepare client pack ready for adviser presentation meeting
• Prepare reports on behalf of advisers using paraplanning online software and company templates
• Check prepared reports for accuracy
• Adhere to company Compliance/TCF/Data Security/Complaints procedures.

Salary is up to £28,000 (dependent on experience and qualifications) and there is scope to develop professionally within the role and company.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong for further information please contact me on 0161 638 8630, email simon.wong@cameron-james.co.uk