Paraplanner / Technical Adviser

Recruiter
Financial Divisions
Location
Godalming
Salary
From £35,000 to £40,000 per annum
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Ref:19890/US

Godalming, Surrey

Salary:£35-40k

An excellent opportunity has arisen for a Paraplanner/Techinical Adviser to join a highly regarded Wealth Management firm in Godalming, Surrey.

This is a Paraplanner role and would ideally suit someone who has done some FP/CF/RO qualifications and wants career progression as a Consultant/Adviser.

You will be required to provide Paraplanning and technical support for the Advisers.

·Analyse data received from the client/adviser and to formulated an agreed strategy

·Prepare client correspondence and produce suitability reports

·Liaise with clients and deal with their queries

·Deliver a consistent level of technical support

·Conduct regular reviews

Excellent training and development with full support and encouragement to complete industry specific qualifications.

Competitive salary plus excellent benefits.


This job was originally posted as www.totaljobs.com/job/76652962