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Permanent

Paraplanner

Cheltenham
money-bag 45000.00-45000.00 Annual
2903738521
Posted Yesterday

Paraplanner Do you thrive in a busy customer focussed environment? Are you keen to work for an ambitious company that will support your continued professional development? Are you analytical, solution focussed and highly organised, with excellent attention to detail?My client, are a well established and highly successful firm of Independent Financial Advisers who are looking to add an experienced Paraplanner to their high performing team. You will form part of an ambitious company, with a focus on finding solutions for their clients, enabling them to achieve their goals.Benefits 28 days holiday, plus Bank HolidaysContinued professional developmentCalendar of social events What are the day-to-day responsibilities of the role: Supporting the Financial Advisers in the preparation of recommendations and suitability reports for their clientsCarrying out analysis of funds, products and illustrations for comparison purposes in order to meet the client''s objectivesHandle client and other third party queries, accurately and in an efficient and timely mannerSupport the team with any ad hoc duties when required Required Skills and Qualifications: Ideally you will be DipPFS or DipFA qualifiedPrevious experience in a Paraplanner role is essentialExcellent communication and relationship building skillsHighly organised with great attention to detailCommitted to continued personal development My client is offering an annual salary of £45,000 to £50,000 depending on experience. If you are ..... full job details .....

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