Frimley
Full time
Permanent
Office based
About the role
This is a first technical role rather than an administrative one. You would learn the research and report writing side properly, with structured study support and someone experienced checking your work while you find your feet.
Our Frimley office covers clients across Surrey and north Hampshire. The paraplanning team there supports several planners and has room for someone starting out.
What you would be doing
Gathering policy information and preparing client files for research
Drafting sections of suitability reports under supervision
Building comparisons of existing and recommended arrangements
Preparing annual review packs
Learning the back office system and keeping records accurate
At a glance
Salary
Competitive
Office
Frimley
Contract
Permanent
Hours
35 hours per week
Working
Office based
Reports to
Head of Paraplanning
Or email your CV to
jobs@absolute-financial.com
What we are looking for
Essential
Some experience in financial services administration
Comfortable with numbers and confident writing clearly
Careful with detail and willing to ask questions
The right to work in the UK
Nice to have
Started, or ready to start, the Level 4 Diploma
Experience with a back office system such as Intelligent Office
What we offer
Salary of £24,000 to £27,000, depending on experience
Full support for the Level 4 Diploma, including exam fees and study time
Company pension scheme
25 days holiday plus bank holidays
A clear path to a full paraplanning role
How it works
01
Apply
Send us your CV and a note about the role.
02
We take a look
We will come back to you either way.
03
A conversation
About the role, your experience and what you are looking for.
04
Meeting the team
A chance to see where you would work, and who with.
