Insure Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Our client, an award-winning firm of Chartered Financial Planners, are seeking a talented Paraplanner to join their team.

This is a great opportunity for an experienced industry professional to be part of a small and dynamic team, who are passionate about delivering exceptional financial advice. The successful applicant will be joining a positive, fun and forward-thinking firm where your ideas will be valued.

You will be working closely with three financial planners and will be providing technical paraplanning support. Work will include:

*Technical report writing
*Collection of quantitative detailed information and compilation of financial plans
*Meeting preparation
*Liaison with third parties and providers
*Cashflow modelling

The succesful candidate will have the following:-

*Understanding of the Financial Planning process
*Able to work within defined business processes
*Ability to achieve agreed outcomes without supervision
*Prioritise and plan own workload
*Detailed and accurate
*Articulate and positive
*Excellent inter-personal skills, both written and verbal
*Ability to multi-task and prioritise effectively
*Good IT skills - knowledge of Intelligent Office and Voyant highly desirable
*Good report writing skills
*Ability to work independently and as part of a team

In return, our client are offering a good salary commensurate with experience, Company pension, profit-related pay scheme (after qualifying period) and 22 days' holiday (rising to 25).

Located in beautiful open-plan offices in a unique setting which offer free parking. Working hours are Monday to Friday 9-5.30.