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Part Time Paraplanner

  • Salary: £20000 - £30000 per annum + Benefits, flexible working
  • Location: Birmingham, West Midlands
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    25 Jun 2018
  • Job reference: 31057

My client specialises in Financial Planning and is looking for an Administrator or Paraplanner on a 1:1 basis with the Director on a part time basis.

Responsibilities:

  • New business processing - online processing and by post for all life and pension business
  • Switching - online and by post
  • Dealing with telephone enquiries with clients/providers
  • Administration tasks such as filing/scanning/faxing
  • Client schedules, including valuations

To be successful you will need:

  • Financial professional qualifications are desirable, but not essential
  • Knowledge and experience of working in financial services
  • Background in a similar position
  • A working knowledge of insurance company websites for processing online business and obtaining information
  • Good understanding of Microsoft Word/Excel and back office systems
  • Experience in an IFA practice or an insurance provider
  • The ability to work independently, as well as a part of a team
  • To be able to cope under the pressure of working in a busy environment and to meet tight deadlines
  • A committed attitude to new challenges

If successful, you will benefit from:

  • Flexible working available
  • company benefits
  • £26,000 salary, negotiable
  • A central location with commuting connections and shopping centre nearby

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.

Our clients include: