Paraplanner

Recruiter
Huntswood CTC Ltd
Location
Crawley
Salary
£32500 - £37500 pa
Posted
05 Oct 2017
Closes
02 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a wealth management business are seeking an experienced paraplanner to provide support to financial advisers. Responsibilities: - Prepare suitability letters, reports and conduct research for areas including; investments and pensions - Ensure suitability reports are checked by compliance and then presented to the advisers - Discuss the findings of the research with advisers - Ensure accurate client details are entered into the client's platforms and software applications - Create all new business paperwork, including; completing money laundering checks, ensuring compliance documentation in complete, submitting cases to compliance post client signature Qualifications and experience: - Level 4 diploma qualified as a minimum - Fully IT literate - High level of attention to detail If you are interested in this role and have the relevant qualifications and experience then please apply now.
This job was originally posted as www.jobsite.co.uk/job/959260624