Paraplanner

Recruiter
Avantus Recruit
Location
Cranleigh
Salary
£30k - 40k per year + n/a
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client, a Wealth Management business based in the rural Surrey town of Cranleigh have a very exciting opportunity to join their team of Paraplanners. You will be tasked with reviewing client portfolios to determine reporting requirements, analysis of data and the researching of new financial products.

We’d Love To Hear From You If:

  • You have previous paraplanning or financial services experience
  • You have a diploma, or are close to achieving this
  • You have excellent communication skills, both verbal and written
  • You are highly analytical, organised and have strong time management skills
  • You are IT literate and confident in learning new IT skills

Your Responsibilities Will Be:

  • Analysis of data
  • Preparation of report structures and content
  • Reviewing of client files and information, determining reporting requirements
  • Using company software to determine investment risk and other variables
  • Assist with different areas of the business such as marketing, client events, research and reporting.

Benefits

  • Medical insurance
  • 21 days holiday + bank holidays (+ office closed over Christmas period)
  • Pension
  • Full study support
  • Progression opportunities – supporting you to becoming a competent advisor

This job was originally posted as www.totaljobs.com/job/76044864