Job Information

A brand-new opportunity for a Senior Administrator / Paraplanner based between Sheffield and Chesterfield has just become available!

You will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include but will not be limited to:

• Cash Flow Modelling
• Producing Suitability Reports
• Producing Annual Reports and Reviews
• Working with Provider Platforms
• General administrative duties, it is a busy team, you`ll be expected to “muck in”

The successful Candidate must have worked within a Financial Planners doing a similar role and ideally be Diploma-qualified, although this is not an absolute must. Knowledge of XPLAN is desirable but is not a deal-breaker.

In return you will receive a salary of circa £20,000, support towards achieving further industry relevant qualifications, 22 days Annual Leave and flexible working.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong.

Or call me on 07710 252699 or 0161 638 8627, email simon.wong@cameron-james.co.uk.