Paraplanner - Top 50 Accountancy Practice
- Recruiter
- High Profile Resourcing Ltd
- Location
- Somerset
- Salary
- 40000.00 GBP Annual + 00
- Posted
- 21 Sep 2018
- Closes
- 16 Oct 2018
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Paraplanner - Top 50 Accountancy Practice
Salary: GBP32-40,000 + great benefits
Location: Somerset
Our Client is a leading accountancy firm that has enjoyed fantastic growth during the last few years and they have ambitious plans for the future. They employ a culture that is open, supportive and encouraging with the vast majority of their vacancies being filled through internal promotions.
If you are client focused, confident and enjoy working in a supportive team-based environment is a great opportunity to progress your career.
The role:
To act as the office-based point of client contact on a non-advisory basis with the ability to deal with a variety of providers and third parties
To maintain the accuracy of client data to assist in the on-going management of data, to ensure that the client records are accurate and consistent.
To establish and maintain relationships with clients in an efficient and professional manner and ensure a high level of service is provided.
To both obtain & maintain adequate technical knowledge in all aspects that are advised on and apply this knowledge to clients' individual circumstances to ensure suitability and accuracy of advice.
To ensure all communications to clients and third parties adhere to both external regulation and internal policies and procedures leading to an efficient, consistent approach across the business.
To ensure all communications to clients and third parties are of an exceptional standard to enable the recipient in understanding the advice.
The person:
Working towards Diploma in Financial Planning / equivalent competency
Proven experience in a financial planning environment
Ability to apply knowledge to practical situations
Good numeracy and reasoning skills
Good communication skills, both written and verbal
High degree of organisational skills and attention to detail with ability to meet deadlines
IT literate (Microsoft office)
To apply for this fantastic opportunity please email your CV, or call for more details