Paraplanner/Financial Administrator

This company are growing wealth management company based around Kenilworth and due to expansion require a Paraplanner/Financial Administrator to join their team. You will be supporting a number of Partners within the business and the role will involve fund research and preparation for client meetings, preparing client reports and suitability letters, handling client queries and assisting with creation/evolution of client portfolios.

You will also be responsible for the following general Housekeeping duties including Post / Postage / Filing / Stationery / Telephones / E-mails /Scanning / Updated Diary & Electronic Calendar.

In order to be considered for this role you need a have a financial services background and have excellent administrative skills.

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