Shropshire Wrexham 20000 Permanent Administration Paraplanner / New Business Administrator [email protected] 27756700

Paraplanner / New Business Administrator

Job Ref No: 27756700
Branch: Wrexham
Sector: Administration
Type: Permanent
Full-time or Part-time: Full-time
Pay: From £20,000 to £25,000 p.a.

New Business Administrator / Paraplanner


Oswestry, Wrexham, Ellesmere, Shrewsbury

£20,000 - £25,000 + study support + pension + progressive holiday entitlement


The Role

A New Business Administrator / Paraplanner is sought by growing financial services firm who have established an excellent reputation for the level of service and expertise that they offer to a growing client base of HNW individuals and business owners. Due to expansion and increasing levels of work, they seek to recruit an individual who may already have some experience in the financial services or banking sector, alternatively you may also be a graduate seeking to enter the financial services sector.  You will be offered an attractive starting salary, a training package including exam and study support. You will be supported by an experienced team of professional advisors to ensure that you have thorough knowledge of products, processes, regulations and standards to start work as a Paraplanner.

Key duties:-

Provision of administration and technical support to a team of Financial Planners and Advisers
Provision of technical reports
Conduct research into financial product providers and investments
Analysis of statistics
Ensuring compliance with FCA regulations
Client liaison



The Candidate

The ideal candidate will have the following attributes -:

Organised and efficient administration skills to meet demanding deadlines
Numerate analytical skills
An excellent standard of written and verbal communication skills
A real interest in investments, pensions and the financial markets
A high standard of professionalism and presentation
Graduate calibre or equivalent
Willingness and ambition to study towards continuing professional qualifications
Previous experience as a Paraplanner or New Business Administrator would be an advantage.


The Company

My client is a successful and expanding firm of financial advisors who have great energy and commitment to support an individual taking the next step in their financial services career.

Super rewards, support and career opportunities exist for the right person joining this busy team.


The Package

Salary £20,000 - £25,000 (dependent on qualifications and experience) + study support.


To Apply

To apply please email your CV and covering letter to [email protected] or call 01978 366123.

This vacancy is advertised by Travail Employment Group who are acting as an Employment Agency.


All candidates registering with Travail Employment Group will need to provide proof of identity, and evidence of any experience, training and qualifications our client considers necessary for this position.


Travail Employment Group is operating as an Employment Agency. Once you click to apply for this job your application will be immediately received by Travail Employment Group. If your application is successful a consultant will be in contact with you within the next 7 days. If you do not hear within the next 7 days you have not been successful on this occasion and unless otherwise advised, Travail will keep your details on file and contact you with future relevant opportunities.

Branch Locator:

Please select a branch then click the "GO" button on the right.