Financial Services Administrator / Trainee Paraplanner Full Time

MFS Limited provides bespoke and independent financial planning advice to private individuals and companies. We offer a wide range of specialist services that include advice on investments, retirement planning, inheritance tax planning, life assurance, mortgages and tax services.

As a result of company growth, we are looking for a Financial Services Administrator or Trainee Paraplanner to join us.

Hours: To be agreed, the office is open Monday – Friday 9am to 5pm.

Salary: Competitive, dependant on experience and qualifications.

Start Date: To be agreed.

The main purpose of this position is to provide administrative and technical support to the Paraplanners and Advisers at MFS. A brief overview of your duties would include:

• To produce annual review of suitability letters for both investment and pension clients.
• To complete any research and analysis required.
• To submit new business applications and monitor their progress ensuring clients receive regular updates and good service.
• To deal and respond to client queries.
• To monitor and resolve customer service problems as appropriate.
• To prepare application forms and other documents for client meetings.

The new member of our team will ideally have:

• Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
• Comfortable working in a fast paced environment
• A dedicated team player, and willing to assist colleagues in the team where possible
• Able to prioritise workloads under strict deadlines and use initiative to solve problems
• General IT skills
• Good attention to detail to ensure that letters and reports are compiled to the highest possible quality

Please note that we would only like to hear from individuals directly (and not recruitment agencies) at this time. We can also only accept candidates who have a right to work in the UK.