Paraplanner

3 days left

Recruiter
Anonymous
Location
Brentwood
Salary
22000.00 - 32000.00 GBP Annual + GBP22000 - GBP32000/annum
Posted
30 Jun 2017
Closes
28 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
An excellent opportunity has arisen for an experienced Paraplanner to join a successful IFA Practice.

The successful candidate will be responsible for the production of reports and technical information in respect of all financial planning advice.

Main Duties:

• Produce accurate, compliant client reports within agreed timescales.
• Assist in the production of client portfolio reviews.
• Provide response to client technical queries.
• Produce client cash flow models.
• Assist in the training to other members of staff on all area's of advice
• Produce technical bulletins to be sent to clients and introducers when appropriate.

Requirements:

• Min 2 years in a similar role within a financial services business.
• Must be competent in the use of Excel.

The role offers an excellent salary and fantastic benefits. If you would like to apply for this information please contact me