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Paraplanner / Administration Assistant

Finance Enquire

Type:

Full Time

Full Description

de Carteret Wealth Ltd is a locally owned firm of Independent Financial Advisers with a rapidly growing client base so we have an urgent need for a Paraplanner / Administration Assistant.

You will need to have a good understanding of the Financial Planning process, and ideally, have previous Paraplanner experience. If not, you will definitely need to be an experienced financial administrator ideally with a working knowledge of pensions, investments or protection, along with excellent technical knowledge, awareness of current markets and industry regulations.

You should be able to work within defined business processes and used to producing research analysis and recommendation letters as well as confidence in attending client meetings.
Our ideal candidate should:
· have excellent inter‐personal and communication skills, both written and verbal;
· have the ability to prioritise, multi task and plan their own workload;
- be self motivated and have the ability to work in a small team environment; and
· be enthusiastic and able to add real value to the firm.

If you possess a relevant financial services qualification, or would flourish with training, then we would love to hear from you. We offer a competitive salary linked to experience and qualifications, so if you think you could meet our requirements, please send us your up to date CV or contact us for an informal discussion. Closing date 27 January 2018.