Investment Administrator/Paraplanner
An exciting opportunity to work in a small and fast growing investment team.
Role includes:
- Support and assistance for consultants for all financial planning work
- Obtaining valuations and preparing new business reports
- Processing new business and producing client packs
- Carryout trade instructions
- Assisting in the investment research for the firm and analysing fund data
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Developing technical knowledge on pensions and investments and keeping up to date with changes
Required skills and experience
- Recent and relevant experience in financial services
- Essential organisation and time management skills
- Ability to work under pressure to strict deadlines
- Excellent communication and interpersonal skills
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Proficient in use of Microsoft Office
To apply, please send an email and covering letter to info@nigelsloam.co.uk