PA/Paraplanner

Recruiter
Anonymous
Location
Chippenham
Salary
22000.00 - 28000.00 GBP Annual + GBP22000 - GBP28000/annum
Posted
05 May 2017
Closes
02 Jun 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Experienced PA/Para planner

Financial Planning firm based in Chippenham is looking to expand their team and take on a professional, driven and organised PA/Para planner to work one on one with one of the IFA/Directors.

Within the role working you will be assisting with:

Diary/workflow management on all aspects of client work including meeting preparation and follow up work, within agreed time frames.

Research and suitability report writing

To be successful for this role you will need to be self-confident, driven, have excellent communication and numeracy skills. Great attention to detail, be computer literate and be competent with Microsoft Word, Excel and Outlook. It would be desirable but not essential if you have a working knowledge of Intelligent Office/Intelliflo.

A knowledge of investment platforms specifically Standard Life Wrap would be advantageous.. As this is a senior role, it will be ideal that you have experience of working in IFA Administration with research, creating reports and suitability letter skills. Pension transfers experience will be an advantage.

In return, the succesful candidate will receive a salary up to GBP28k. There is an extensive list of benefits available that includes good holiday allowance and private schemes. You will join a supportive environment that has a good team culture