Paraplanner

6 days left

Recruiter
Anonymous
Location
Salisbury
Salary
30000.00 - 50000.00 GBP Annual + GBP30000 - GBP50000/annum free parking, holiday, pension etc
Posted
26 Sep 2017
Closes
24 Oct 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
A Fantastic opportunity to join a well established and growing company. Our client is a Financial Services provider, and they are looking for Paraplanners to join the team in Salisbury.

The Role:

To carry out compliant and details research and technical analysis to support advice given by financial planners.

To review and propose adjustments to client's existing financial planning arrangements.

To prepare cash flow forecasts and complex financial planning calculations to assist financial planners in providing ongoing advice to clients.

To work with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance.

The ideal candidate will have:

* At least three years' relevant experience within a financial services role, ideally in a financial planning practice environment, with broad and current knowledge of financial services and financial planning.
* Minimum QCF Level 4 Qualified (i.e. CII Diploma in Regulated Financial Planning or ifs Diploma for Financial Advisers or equivalent) and willing to work towards QCF Level 6.
* Working knowledge of Iress, Financial Express Analytics and Voyant/Moneyscope cash flow systems would be an advantage.
* Good knowledge of Microsoft Office/IT skills.
* Excellent report writing, problem solving and decision making skills.

This is a full time role offering a salary GBP30,000 - GBP50,000(dependant on skills and experience) based in Salisbury.

Please contact Gemma Lawrence at Meridian on (Apply online only) to apply and find out more or email

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency