Financial Administrator

Darlington Paraplanning £17k+ Depending Upon Experience Full time

We are looking for a financial administrator who has some experience in a similar role, although not necessarily in a finance environment. You will be joining an established team of administrators who will aid you on your journey to understand all aspects of financial services. All we ask is that you are keen to specialise in the skills needed to undertake this role.

Vital Stats

  • Location: Darlington
  • Company: Para-Sols
  • Department: Paraplanning
  • Salary: £17k+ Depending Upon Experience
  • Basis: Full time

About the Role

We are currently in a large growth phase within Para-Sols and are looking to create an additional role of a financial administrator to assist the current administrators in their support of the large paraplanning team and to help them move forward with their own service offerings.

Once you have developed experience in the financial administration role, you would have the opportunity to specialise in a specific area such as defined-benefit pensions. There are career progressions available to an administrator, including moving into the paraplanner department, senior administrator roles and management. This will be available once the required experience and qualifications are achieved.

About You

Qualifications

  • GCSEs in Maths and English.
  • 1-year experience in an administrative role (any financial services experience would be preferred).

Technical Expectations

  • Be able to accurately and efficiently compile data on a range of plan and policy types.
  • Hit the set number of cases targeted by the Administration Manager.
  • Strong computer skills, confident with Microsoft Office, and able to learn new software easily.
  • Confidently deal with providers and advisers, via a range of communication methods.
  • Thoroughly and consistently update back office system and case notes.
  • Be able to work both as part of a hub of paraplanners, and more generally in the administration team, supporting a range of firms.

Applicant Expectations

  • Extremely high attention to detail, with a clear focus on accuracy at all stages and in all tasks.
  • Confident manner, able to clearly and effectively communicate, via telephone, email and our project management system.
  • Be a team player and help promote a positive working atmosphere.
  • Ability to stay focused under pressure, manage workload, and juggle various tasks and cases.
  • Very good numeracy and written skills.
  • Show a passion for financial administration, supporting the paraplanners, and helping grow Para-Sols, and protect the brand we have built.

About Us

Para-Sols is an outsourced Paraplanning company which carry out research, analysis and report writing on behalf of a large number of financial advisers. We are a young and fun team who are part of a modern and ambitious company. The company is constantly growing and we want to find a motivated person who will fit in with our thriving business and embrace our passion for change and driving the business forward!

We approach financial services with a fun and positive outlook, and offer a range of benefits to permanent employees to ensure our staff feel welcome. We reward loyalty and offer enhanced benefits to those, but as standard these include…

Standard benefits
  • 26 days holiday (including days off at Christmas) PLUS bank holidays AND your birthday off (if it falls on a weekday)
  • Personalised salary structure to reflect your own effort and contribution
  • Death in Service cover
  • Personal Development budget (for exams, training, anything to help you excel!)
  • Company Pension Scheme
What makes us different benefits
  • Casual dress code
  • Health & Wellbeing programme, including hoodie, drinks bottle and fitness tracker
  • Office snacks and refreshments
  • Openplan ‘living office’ environment – including rocking (or sometimes dubious) playlists, beer/wine fridge, breakout lounge and breakfast club
  • 2 official annual company parties, plus adhoc team nights out.
  • Office dogs – we’re not a place for people scared of dogs!
  • Did we mention there’s no lock on the beer/wine fridge?!

How to Apply

Quite simply, get in touch. It’s as easy as that (the button to do so is below).

A little insider tip for you… Applications and/or CV’s without cover letters get immediate red pen treatment. As wonderful and extensive as your CV may be, what we really want to know is why you’re ‘the one’ for us – so don’t be shy, cut to the chase and sell yourself like you’ve never sold yourself before – it will go in your favour! Lastly, you have permission to be as creative as you wish, so break the mould and make yourself stand out. That’s what makes us smile.

Apply Now

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