Paraplanner

Recruiter
Anonymous
Location
Harrow
Salary
30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum Pensions and Study Support
Posted
11 Aug 2017
Closes
08 Sep 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner

Our Client is a well-known financial agent located in Harrow. They currently have an exciting opportunity for an enthusiastic Paraplanner to join their team.

Key Duties:

•Provide support material for client recommendations including illustrations.
•Liaise effectively with clients, product providers and also associations with other departments.
•Assist consultants and undertake any reasonable external duties
•Consistently and effectively manage personal work load.
•Prepare annual client reviews
•Maintain compliant client reviews.

Skills & Experience Required:

• Two years experience working within an investment / financial planning or Financial services environment
• Preparation of reports for clients
• Reviewing portfolios and writing review letters
• Attention to detail, methodical and thorough
• Personable with excellent communication skills both spoken and written
• Strong organisation and administration skills
• Excellent time management
• Ability to prioritise and multi task
• Ability to work under pressure
• Able to work independently and show initiative.
• Knowledge of Intelliflo would be an added advantage

Salary: 30K - 40K

If you are interested in this position of Paraplanner. Please click Apply Now