Paraplanner

Recruiter
Rutherford Briant
Location
Bury St Edmunds
Posted
16 May 2018
Closes
15 Jun 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Rutherford Briant are recruiting for an Paraplanner in Bury St Edmunds for a regional firm. The role will involve liaising with clients and Advisers to deliver reports, alongside excellent administration and customer service.

  • Research and analyse data,
  • Prepare recommendation reports to meet our clients’ needs and support the Advisory team,
  • Maintaining client records,
  • Inputting data into back office system.

Requirements:

  • You will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status.
  • Excellent understanding of MS Office, 1st Software, O&M, Sesame Research or any other similar software packages.
  • Ideally you should have had previous experience producing bespoke recommendation reports.
  • Excellent organisation and planning skills with the ability to record time spent on client work.
  • Strong communication and customer service skills along with a good understanding of maintaining commercial relationships with suppliers and clients.

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