Senior Paraplanner

Expiring today

Recruiter
Anonymous
Location
York
Salary
50000.00 - 50000.00 GBP Annual + GBP50000/annum DOE
Posted
25 Aug 2017
Closes
22 Sep 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
The Client

Working for an independently owned financial planning and wealth management high net worth business, specialising in the provision of personal, professional financial advice and offshore tax planning solutions.

The Role

Our client is seeking a level 4 Diploma qualification and are happy to support the successful candidate towards becoming chartered. The candidate will be involved with high wealth clients, where the work load is of itself not challenging, but the need for meticulous accuracy and attention to detail is paramount.

Key Accountabilities:
- Research and analysis to meet Client needs and objectives.
- Preparing Client financial plans and suitability reports.
- Develop and maintain relationships to help maintain business flow and meet agreed targets.
- Manage the research and analysis of financial products to meet client requirements,
- Manage the presentation of technical data to the Director/Client
- Managing the preparation of Client Financial Plans and Suitability Reports and other regulatory issues

Personal Qualities:
- Ability to make a strong impact, and hit the ground running.
- Be highly energetic with the ability to work very accurately
- Highly effective communicator with outstanding stakeholder management skills
- Proactive individual with a 'can-do' attitude

The Offer

Our client is looking to offer a salary of up to GBP50,000 per annum, dependent on experience