Recruit UK
01 Dec 2016
06 Dec 2016
Contract Type
Full Time
Our client is looking for a Paraplanner to join their growing team in Weston Super Mare. They are a well-established large Chartered Financial Planning, Accountancy and Tax firm who specialises in advising potentially vulnerable clients including those in later life, claimants of compensation awards and people going through divorce. The Ideal candidate will be involved in compilation of client reports, carrying out technical research, liaising with product providers and assisting with the client review process. Our client is looking for someone who: Has held experience within a similar role.Is highly organised and able to prioritise work load.Has the ability to maintain relations with both clients & professional connectionsBe familiar with fields such as later life and Personal Injury, or have strong empathy and tact.Be an excellent communicator with attention to detail.Be ideally qualified to level 4 financial diploma (Or be on route to obtaining)Ideally Experienced in using Avelo Adviser Office (1st) client database/back office system.Experienced in using research tools such as FE Anayltics, Synaptics & SelectapensionHave knowledge of Investments, Pensions and TrustsIdeally experienced in Cash flow modelling Software.Be motivated and enthusiastic to work as part of a team. Personal attributes are viewed as more important than experience in all of the above and our client will offer the right candidate specialist training and support as an example many of the business partners started with the company as a trainee! My Client can offer a friendly and stimulating work environment with great career prospects to the successful candidate. Our client can offer a salary of circa ??33k which is dependent on qualifications and experience, along with a flexible and competitive benefits package. Please contact Louise Bibb at Recruit UK for more detail by calling 01179-170-416 or visiting our website and Linkedin page.