Paraplanner

Recruiter
Concorde Group
Location
Bodmin
Salary
Negotiable £25,000
Posted
01 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

We are currently recruiting for a Paraplanner for one of the South West?s leading private client wealth managers who provide financial advice and investment management services to clients based throughout the UK.

This is a dynamic, fast paced and friendly environment and the successful applicant will be numerically minded with excellent verbal/written communication skills with a professional and friendly disposition.

The successful applicant will be:

  • Confident in report writing with proven experience
  • Level 4 qualified or willing to work towards this
  • Have strong communication skills both written & verbal
  • Good time management skills
  • Knowledge of compliance regulations
  • Good problem solving skills

Your tasks will include:

  • Obtain illustrations or research if required
  • Compiling reports
  • General client account administration
  • Deal with client queries
  • Carry out trades as required

Full time permanent position

Negotiable salary of £25,000 dependent on experience


This job was originally posted as www.jobsite.co.uk/job/959445528