Back to Job Search
  • Location: Witney, OX28
  • Salary: £26000 - £28000 per annum
  • Job Type:Permanent

Posted 16 days ago

  • Sector: Commercial
  • Contact: Charlotte Grant
  • Contact Email:
  • Contact Phone: 01993 892526
  • Start Date: 2022-07-03
  • Expiry Date: 15 July 2022
  • Job Ref: J4626
We are working with a highly successful and forward-thinking Financial organisation in Witney who are recruiting for a Paraplanning Administrator to join their professional team.
Benefits for this role include: 25 days holiday company bonus, private medical, salary sacrifice, life assurance, dental cover and plenty more…
As Paraplanning Administrator, you will be supporting the Paraplanning team with all relevant administration.
Key responsibilities include:
• Oversee the Sales Database, ensuring reports move through each stage of the process efficiently
• Liaising between Paraplanning, Advisory Support Team and the Advisor Teams to ensure SLAs and time scales are adhered to
• Printing and collating reports documentation and client meeting packs
• To assist in the creation, implementation, and development of internal systems, in order to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
• Comply with the FCA’s Treating Customers Fairly requirements, and other requirements set out in the company manual and processes
The ideal Paraplanning Administrator will be process driven, organised and have excellent attention to detail.
For more information and to apply, get in touch with our Witney branch or click 'Apply Now' to submit your application.
We wish you the best of luck in your job search!
If you would like to know how we will store and process your data, please read our GDPR Data Protection Statement on The Recruitment Group website.