Book Keeper

one to one recruitment
£24,000 per annum
07 Nov 2017
16 Nov 2017
Contract Type
Full Time
We are looking for highly skilled, motivated individuals to assist with the preparation of research and reports.

About the role:

Undertake whole of market research on all aspects of the market including pensions, investments, protection and tax solutions, both on a client specific basis and as part of our regular reviews of the marketplace

Analyse a client’s circumstances, objectives and existing arrangements in order to prepare an appropriate recommendation for discussion with one of our two advisers

Finalise the recommendation in a professional, compliant Suitability Report

Oversee the successful implementation of the advice, with the full administrative support of the team

Provide technical and administrative support to the advisers to assist them in answering day to day queries from clients and to support them as they look to fully deliver on their service proposition and attract new business

The ideal candidate will have:

Pride in their work and a commitment to delivering high quality solutions and service to clients

Previous experience working as a Paraplanner within an IFA practice

Level 4 Diploma qualification as a minimum, with a willingness to continue to maintain their technical knowledge

An excellent attention to detail and first-rate written skills

Good communication skills to liaise with both providers and clients

Ability to manage their own workload

A willingness to travel between our two offices (one day a week in Portishead as a minimum)

A desire to find a long term home, where their contribution to the businesses success will be recognized and valued

Due to the high volume of applications we receive for our job adverts we are unable to respond to all candidates. If you have not received a response within 5 working days of forwarding your CV to us, then unfortunately you have been unsuccessful on this occasion.

Thank you for your interest and please do not hesitate to forward your CV to us again for other roles matching your skills and experience.

One To One Recruitment are a privately owned independent Recruitment solutions provider, we act as an employment agency for permanent recruitment and as an employment business for temporary recruitment. Our service is a free and confidential service to work seekers.

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