Job Description

We are delighted to be working with Colyer Associates who are a Senior Partner Practice of St. James’s Place Wealth Management, based in Allerston near Pickering. Due to continued growth, they are currently looking for someone to join their team as a Specialist Financial Administrator / Paraplanner.

Colyer Associates is a well-established practice of 14 years with private and corporate clients based locally and across the UK.  They are an ever-expanding team, currently with three Financial Advisers, the Operations Director and five Specialist Financial Administrators (Paraplanners).

Job Details

Responsibilities

We would like to hear from you if you are looking to carve a career in Financial Services as a paraplanner, which is a specialist financial administration role.

You will be working in a fast-paced environment and be a pro-active individual. As you progress, you will be working alongside the advisers, developing enviable specialist financial administration skills

Ongoing training and development is encouraged, including St. James’s Place accreditations,  and the opportunity for professional qualifications including the CII level 4 Diploma in Regulated Financial Planning and progression within financial administration in the practice.

Qualities

You are not required to have any previous experience in finance or administration, just a willingness to learn!

A good understanding of Microsoft systems including Word, Outlook and Excel is however essential.  You will also need good communication skills, with colleagues and clients, the ability to multi-task to deadlines in an active environment, and essentially work as part of a busy team.

This is an interesting and challenging role that would suit a confident, quick-thinking individual who enjoys using their initiative and has a ‘can do’ working style.

Experience

This is a full-time position working in Allerston Village, near Pickering. The salary bracket is depending on your previous experience and qualifications, starting salary is in the region of £19-23,000, there is also a bonus and long term incentive scheme after 12 months.

This vacancy is being advertised through KD Recruitment Limited who are operating as an Employment Agency.

Due to the volume of applications, we receive if you have not heard from us within 2 weeks, please assume you have not been short listed for this particular role.

KD Recruitment Limited is committed to a policy of equal opportunities in relation to job applications and we are also committed to protecting your personal data. If you would like to read our privacy policy, please go to our website www.kdrecruitment.co.uk where you will find all the information you need to know about how we will use and process your personal data.

You can also follow us on Facebook, Twitter, Instagram and LinkedIn for up-to-date jobs and other helpful information.

Apply Now

    How were you referred to us?