Paraplanner
- Recruiter
- TEMPLEGATE RECRUITMENT
- Location
- Cheltenham
- Salary
- 25000.00 GBP Annual
- Posted
- 15 Jul 2017
- Closes
- 31 Jul 2017
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Job Title: Paraplanner
Location: Cheltenham
Salary: GBP25,000 to GBP33,000
Benefits: Great Location, Bonuses, Company Pension
My client is a long-established IFA brand, that requires a Paraplanner to join their team
The candidate will already be in a Paraplanning role and working towards their Level 4 Diploma, with a strong knowledge of Pension and Investment products on a whole of market bases
On offer is an excellent starting salary, good company benefits and the opportunity to progress further in your career
Duties will include
Preparing recommendations and writing financial planning reports.
Creating monthly valuations.
Liaising with clients, some of which are Ultra High Net Worth clients.
Liaising with product providers/professional connections.
Researching Investments.
Working alongside the administration team.
Drafting tender documents and presentations.
Conducting research, analysing and presenting the results using modelling tools as appropriate.
Drawing up reports and drafting client communications
Skills & Qualifications
Financial services qualifications are desirable
Accuracy, a methodical approach, and a keen eye for detail
Compliance knowledge is essential
Enthusiastic, positive attitude and ability to use own initiative
Strong team player
Ability to work well under pressure
If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied fo