Hays Specialist Recruitment Ltd posted a job you might be interested in May 29, 2014 at 09:56AM

Hays Specialist Recruitment Ltd



Senior Financial Planning Administrator

Birmingham, United Kingdom, GB - Financial Services

Senior Financial Planning Administrator / Trainee Paraplanner

Salary Negotiable

Birmingham



A high-end financial advisory company is recruiting for an experienced Senior Financial Planning Administrator / Trainee Paraplanner to join their team in Birmingham. You will be working within a private client's team where you will provide support to consultants for a range of pensions, investments and protection products. The opportunity has arisen due to natural growth and a strong market presence within the private client arena.



The role will be a combination of new business administration and preparing suitability reports for consultants based on client file information. The ideal candidate will have experience of researching products and funds and also commenting on the suitability of pension, investment and protection arrangements. As a point of contact for private clients, you will be able to deal with technical queries and keep the consultants updated on any changes.



The ideal candidate will have already attained their Certificate in Financial Planning (CF1-3 minimum) and be progressing towards their Diploma in Financial Planning (JO1-8 or RO1-6) modules.



Essential Requirements



Must have gained experience within an IFA firm where you have serviced private clients

Educated to minimum A Level standard

Hold a minimum Certificate in Financial Planning

Experience of financial planning research tools and suitability report writing/preparation



In return, the client offers an excellent benefits package as well as a competitive salary.



Apply now with your CV to Gurjote Nandra, or view our website www.hays.co.uk for more suitable vacancies.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

£20000.00 - £25000.00 per annum



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