Financial Administrator/Paraplanner

Expiring today

Time Appointments
Needham Market
12 Feb 2018
21 Feb 2018
Contract Type
Full Time
Time Appointments are working on behalf of an established financial advisors that is based just outside of the Ipswich area. They are looking for either an experience paraplanner or a switched-on, numerate individual to operate as a Financial Administrator. If you are either an experienced Paraplanner or someone with financial administration experience who is looking for to develop their career within the industry, then this organisation will certainly have something to offer.

Duties & Responsibilities:
· Production of compliant recommendation reports
· Be part of the Investment Committee
· Liaising with business clients, providers and advisers
· Organise and prepare files for client meetings and reviews
· Research and analyse provider products and funds

Do you feel this opportunity is perfect for you? Please give us a call and explain why you would suit the role and to discuss your next career move with Time Appointments. If this role is not quite what you are looking for, then we are looking for determined and switched on candidates for several different vacancies at present, so please get in touch with one of the consultants here on (Apply online only)

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