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    Paraplanner

    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 you’d 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.

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    Paraplanner
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