Senior Paraplanner
- Recruiter
- Anonymous
- Location
- Southampton
- Salary
- 25000.00 - 35000.00 GBP Annual + pension+ PMI+ benefits
- Posted
- 09 Nov 2016
- Closes
- 06 Dec 2016
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
A leading IFA practice in the UK who offers advice to private and corporate clients has an exciting opportunity for a knowledgeable, Diploma qualified Paraplanner to join a growing and well regarded company.
Within this role, the Individual will be part of a technical advice team who are responsible for providing efficient professional support to a team of IFA??s working within the private and corporate market.
More specifically, this role will focus on developing professional relationships with internal and external stakeholders and product providers in order to ensure the streamlined and smooth running of business applications from processing to completion. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role.
To be considered for this role, you will have;
Full level 4 diploma in financial planning
Strong experience as a paraplanner with proven report writing skills
Attention to detail is essential
An articulate manner and ability to communicate effectively in verbal and written form with HNW clients
Highly organised, methodical, analytical and disciplined with good administrative skills
In return, my client offers a salary up to GBP35k with great future development prospects and you will receive the support of a professional team within a professional and mature environment
Within this role, the Individual will be part of a technical advice team who are responsible for providing efficient professional support to a team of IFA??s working within the private and corporate market.
More specifically, this role will focus on developing professional relationships with internal and external stakeholders and product providers in order to ensure the streamlined and smooth running of business applications from processing to completion. Preparing valuations, reports and renewal information, and maintaining up-to-date information on the company's database are also important aspects of this role.
To be considered for this role, you will have;
Full level 4 diploma in financial planning
Strong experience as a paraplanner with proven report writing skills
Attention to detail is essential
An articulate manner and ability to communicate effectively in verbal and written form with HNW clients
Highly organised, methodical, analytical and disciplined with good administrative skills
In return, my client offers a salary up to GBP35k with great future development prospects and you will receive the support of a professional team within a professional and mature environment