Paraplanner

Recruiter
Nelsons Solicitors
Location
Nottingham
Salary
£24000 - £30000/annum 25 Days Holiday, Pension
Posted
15 Jun 2017
Closes
15 Jul 2017
Sector
Legal
Contract Type
Permanent
Hours
Full Time
An exciting opportunity has now arisen at our Nottingham office to work within our Paraplanning team; we are seeking an enthusiastic and motivated individual to join the team. The role will involve working closely with the team’s IFAs to deliver compliant financial advice to clients of the firm. This may involve conducting research, establishing client requirements, writing recommendation reports and managing the review service. In addition, the successful candidate will be willing to assist in all functions of the department, which may include administration, preparation of paperwork, customer queries and client facing tasks.

The successful candidate will have previous experience working as a Paraplanner in a professional environment and will be either qualified to or working towards level 4. Detailed knowledge of both corporate and private clients is required. You will be a team player, meticulous in your method of working and have excellent attention to detail and enjoy researching and analysing information. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.

Nelsons Solicitors are committed to equality of opportunity. All applicants will be judged solely on their merits