Paraplanner

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

More searches like this