Graduate Trainee Paraplanner- Cambridge

Recruiter
Coast Specialist Recruitment
Location
Cambridge
Salary
19000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

An excellent opportunity to join a HNW IFA/Asset Management company in the centre of Bath.

We are continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicant will report to the Operations Manager.

Responsibilities include but not limited to:

  • Working closely with the advising and research teams to coordinate the annual review process.
  • Preparing and producing client portfolio reports through our back office system, Intelligent Office.
  • Liaising with product providers to obtain information on clients’ pensions, investments and protection plans.
  • Using our fund research tool, Financial Express, to produce analysis on clients’ investments and pensions.

Fantastic opportunity for a bright Graduate looking to build a long term career, the role offers excellent salary and benefits, apply now to find out more.