Technical Manager/Paraplanner

Recruiter
Anonymous
Location
Taunton
Salary
23000.00 - 25000.00 GBP Annual + GBP23000 - GBP25000/annum
Posted
13 Mar 2017
Closes
28 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Are you an experienced Paraplanner?

Do you have experience in investments and pensions?

Do you hold a DIP PFS?

We are recruiting for an experienced paraplanner to support the director/consultant. Previous experience of using avelo advisor office(1st) is essential.

Key Accountabilities are -

- Compilation of client reports
- Technical research
- Liaising with product providers
- Providing secondary contact for clients when consultants are unavailable
- Managing client expectations and dealing with client information requests
- Providing technical assistance to the administration team
- Assisting with client review process
- Development and maintenance of companies standard reports and letters

Working hours are Monday to Friday 9am ? 5pm.

If you feel this job might be of interest we would love to hear from you. Please do not hesitate to call Joanne Roberts or Natasha Gogerty if you have any questions or you would like to be considered for this role