Financial Services Administrator / Paraplanner (Lovely Firm and Shares Available) - Waltham Cross

Job Type:
Financial Services
Paraplanner, Administration, Trainee (Financial Services)
London & South
Waltham Cross
Salary range:
£30, 000 - £39, 999
Salary Description:
to £36K plus benefits
Start Date:
Job Ref:

A well-established and highly reputable IFA firm has an opportunity for a Financial Services Administrator / Paraplanner to join its team based in Waltham Cross.

The hiring manager of this medium-sized company says, “this is a lovely place to work, where people enjoy long and enjoyable careers”. This is reflected by the fact that a good number of existing staff are enjoying 20+ year tenures here. This is certainly a business that has traditional values at heart, which manifests in happy employees and long-standing clients.

Supporting a number of Financial Advisers, including the Managing Director, you’ll complete non-client facing tasks involved in preparing and administrating any recommendations being made to a client. This will include, but not be limited to, the completion of replacement forms, and the preparation of illustrations and provider/ product research. You’ll also be responsible for daily data inputting, recording, monitoring and updating of the back-office software.

Our client is flexible on experience and will consider candidates who are fairly new to financial services, through to experienced Financial Services Administrators / Paraplanners. You might have previous IFA experience, or you may perhaps have previously worked for a bank, investment house or insurance company?

Crucially, you’ll have the ability to prioritise workflow and work well within time restraints. You’ll also have an excellent telephone manner and clear written communication skills. Strong numeracy skills and excellent attention to detail are also essential requirements.

You’ll benefit from a competitive salary, together with a range of company benefits including healthy pension contributions. Financial support with professional qualifications is also available.

Refreshingly, most staff have shares in the company, which generate regular, substantial dividends, and this is certainly available for future employees after a qualifying period.

This is an office-based role, although the company is very flexible when it comes to fitting around people’s commitments. Our client will even consider someone on a part-time basis, perhaps 4 days a week.

There is free parking available and good access to public transport links (the nearest train station being a 5-minute walk away).

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General Insurance and Financial Services Recruitment

Contact Details:
Tel: 07918 764 531
Contact: James Heald

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