Introducing a new ground-breaking role in finance. Meet the Parassistants...
This is a revolutionary role, unheard of in finance so far. Why should a financial administrator have to stay on hold to providers or chase up LOAs when they are capable of so much more? We invented the role of parassistant to highlight the skilled work that they do, and to value their partnership with our paraplanners.
Many of our parassistants are trainee paraplanners and this helps them get a great foundation for moving into paraplanning, and allows you access to two great sources of information for you and your clients.
A revolution in financial services administration
About the role
Key duties & responsibilities
It isn't a typical financial administration role...
Data Gathering
Accurately and efficiently compiling data gathering on a range of plan and policy types, whilst thoroughly and consistently updating our specialist project management system, Rise.
Technical Research
Compilation of a range of templates and ancillary paraplanning related documentation, such as illustrations, KFDs and application forms, as well as technical research where necessary.
Strong Team Player
Being a strong team member, being able to work both as part of the paraplanner team, but also a hub of paraplanners, and assisting other team members where need to support a range of firms.
Parassistant
Role requirements
- Experience in administrative or report writing roles, though not necessarily in a finance or paraplanning environment.
- Someone who is keen to learn and embrace new skills.
- A strong team player with a customer service focus.
- Expected to meet team deadlines.
- Great computer skills as well as excellent writing skills and competency is maths and formulae.
- Someone with a positive attitude who likes a challenge and isn't afraid to roll their sleeves up and get on with the job!
About Us
Working for Para-Sols
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 stand out from the crowd with our Health & Wellbeing prorgramme, casual dress code, office dogs (we’re not a place for people scared of dogs!), and did we mention we have our own pub in the office?!
