Part Time Para Planner

James Newbury
Milton Keynes
£30,000 - £39,999
01 Feb 2018
22 Feb 2018
Contract Type
Part Time
We are currently recruiting for a Part time Paraplanner for an award winning Financial Consultancy firm based in fab offices with a fab team in Milton Keynes.

This is a great opportunity to join a company that really will offer you a long term career in a truly great company that offers great rewards, training and development and place to work!

Objective of the Paraplanner Role
You will be working within the Paraplanning team to assist the Financial Advisors in Report writing and general administration ensuring all documents produced are correct and well presented as well as ensuring the clients of the company are always updated and kept informed and trusting, honest, open relationships are developed and forged.

Duties & Attributes of the Para-planner
-You will be a great team player always working and supporting one another as a team
-You will have the ability to conduct research in an in-depth and professional manner
-You will be expected to produce professional, compliant and accurate reports
-You will possess excellent and proven attention to detail in order to gather and present on relevant and compliant information for the financial advisors
-Your communication and presentation skills will be second to none always presenting yourself and your work output in a professional manner
-You will have great verbal and written communication skills in order to liaise with clients and the FAs to fact find and gather relevant information
-You will provide excellent standards of client service,
-You must be able to work to tight deadlines
-You will have a great appreciation and understanding of the need for compliance issues required to do this role
-You will be very competent with IT systems
-You will have accurate and fast keyboarding skills to enter and store and present data
-You will be a forward thinking team player with great attention to detail, a passion for professional presentation and compliance along with a 'can do' attitude
-You must be able to demonstrate how you fit these requirements via your studies and or work exprience.

You will have a minimum of 3 years experience as a experienced and qualified Para-Planner

Education Level: you will have all the relevant Para Planner exams and be prepared to continue to develop your qualifications, paid for by the client and ideally possess 2x A levels along with a minimum of Grade C in GCSE Maths and English

Salary: circa £30000 - £400000 depending on skills and education pro rata

Hours of work: Office opens 8.30am-530pm Monday to Friday (early finish Friday Required to work circa 30 hours pw

20 days holiday PLUS all of Christmas and New year off in addition PLUS bank holidays (circa 32 days holidays inclusive)
Free parking
A robust learning and development plan
Modern lovely working environment

This is an opportunity truly not to be missed! If you can say 'yes' to all of the above please send your details to James Newbury Appointments as soon as possible for an immeidate response

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