Financial Paraplanner

24000.00 - 34000.00 GBP Annual + GBP24000 - GBP34000/annum
25 Jul 2017
22 Aug 2017
Contract Type
Full Time
My client provide Financial Planning services to both private and corporate clients.
They are looking to expand their already successful team.
This is a small independent company who pride themselves on the relationships they build with their clients.
The hunt is on for a Financial Paraplanner.
You will already be in a similar position and looking for the next step in your career.
You will be qualified to the required Financial Conduct Authority standards in your area of expertise and be able to combine expert technical knowledge, experience and industry awareness for this position

Some of your daily/weekly duties will include:-
• Preparation work
• Research work
• Processing suitability reports
• Administration duties
• Filing
• Taking phone calls

Attributes we are looking for include:-
• Someone who is able to work in a small but busy team
• Knowledge of Word, Excel and other office systems
• Have experience with Protection
• Be able to inform and advise Clients on financial strategies, plans and products, IT operations and organise the technical task and
workflow for the business
• Have the recognised Financial Conduct Authority (FCA) standards qualification

If this is you then please press APPLY now. One of our experienced consultants will then call you to discuss this further. We look forward to hearing from you.

Please be aware that we are currently receiving a high volume of applications and will endeavour to contact all applicants, however if you have not been contacted within 72 hrs please assume that you have not been successful on this occasion and your CV will be kept on record for future positions.
This vacancy is being advertised by Contempo Recruitment. The services are those of an Employment Agency

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