Paraplanner - Top 50 Accountancy Firm ??? West End

30000.00 - 35000.00 GBP Annual + GBP30000 - GBP35000/annum
07 Feb 2017
21 Feb 2017
Contract Type
Full Time
Firm: Top 50
- Location: West End, London
- Benefits: Christmas bonus, Great Offices, Fast Progression
- Salary: GBP30-35k


Our client, a Top 50 accountancy firm based in Central London are looking to recruit an experienced Paraplanner to join their growing Financial Services team.

Reporting to the Financial Services Director, the role involves:
- Financial Planning, Research, Analysis and Report Writing
- Providing information and documentation within agreed timescales
- Contributing towards agreed business targets
- Preparing for, contributing to and producing notes on Client Meetings
- Working within defined business processes in a timely manner
- Managing correspondence and maintaining client files
- Complying with FCA and Company Compliance procedures at all times
- Training and development
- Ensuring that all activity complies with Company procedures

To be considered the candidate must have:
- Minimum of 3 years` experience working within an IFA environment
- Diploma in Financial Planning (or equivalent Level 4 qualification)
- Excellent understanding of financial services products and legislation
- Highly effective time management and organisational skills
- Excellent report writing skills
- Excellent communication and interpersonal skills (verbal and written)
- Articulate with particular attention to detail
- Excellent IT skills, preferably with a good working knowledge of Platforms, Intelligent Office, Voyant, Analytics and Defacto

Please call on (Apply online only) to discuss this role further or apply on-line for immediate consideration.

Please also note that due to the volume of applications, only those shortlisted will be contacted. If you have not received a response within two weeks, please assume your application for this role was unsuccessful. However, understand that we will keep your CV on record for any future role that could be your perfect match.

If you are seeking Paraplanner roles in London contact Austin Rose, the Public Practice Recruitment Specialists