Monday 17 June 2019
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Paraplanner

Finance, Investments, Enquire

 

Type:Permanent
Hours:Full Time
Reference:36816
 

Full Description

Working with the advisors and wealth administration team, you will provide support in how to grow revenue through providing an efficient client administration service.

Main responsibilities:

  • Administration of a portfolio of clients for pensions, investments and protection
  • Building relationships with clients, staff and third parties
  • Ensuring agreed service standards with clients are met and compliance with regulatory requirements
  • Overseeing written correspondence with clients
  • Acting as a point of escalation for client queries for the wealth administration teams

Skills and expertise required:

  • Previous experience in the administration of client portfolios
  • Ideally working towards a relevant professional qualification such as Dip PFS or CISI
  • Ability to prioritise and respond flexibly to change
  • Team player
  • Attention to detail

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

We are an equal opportunity employer and value diversity at all times.

For more information please visit https://www.rowlands.co.uk/jobs/paraplanner-wealth/.


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