Paraplanner

Recruiter
Reward Recruitment
Location
Bollington
Posted
17 Apr 2018
Closes
04 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Reward Recruitment are currently partnered with Macclesfield leading financial advice practice. Our client has notified us of a brand new role, as they are looking to expand their support team.

  • Conducting relevant research in respect of funds and financial products
  • Identifying and providing suitable solutions for clients
  • Ensuring new business is submitted correctly
  • Producing suitability reports
  • Recording relevant accurate data on back office system in line with company procedures

Attributes

  • Team Player
  • Enthusiastic and proactive.
  • Show initiative/problem solving.
  • Excellent communication skills, both written and verbal.
  • Organisational skills to a high level.
  • Client focussed.
  • Competent in letter writing skills (high quality level of grammar and spelling).

Experience

  • Must be able to recognise and understand Paraplanning processes.
  • Must have experience in writing Suitability Reports.
  • Has a good knowledge and understanding of the finance industry and the compliance requirements.
  • Must have a knowledge of back office systems, Intelligent Office preferred.
  • Must be Level 4 Diploma qualified or on the way to becoming qualified.

For more information, please contact Samuel Groom at Reward Recruitment.

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