Paraplanner

Recruiter
Cavendish Maine
Location
Bath
Salary
£30,000 - £35,000
Posted
15 Apr 2017
Closes
14 May 2017
Contract Type
Permanent
Hours
Full Time
Job Title: Paraplanner

Location: Bath

Job Sector: Financial Services

Job Type: Permanent Full Time

Salary: £30,000 - £35,000

Job Reference: KP/18575

About the client:

Cavendish Maine have partnered with a financial services organisation to support them in their search for a Paraplanner to join their established and experienced team. Due to increased workloads this company is looking to add a technical and professional Paraplanner to support clients and advisers.

About the Role:

Acting as first point of contact for clients you will be the interface between clients and advisers whilst providing technical support and resource.

Your responsibilities will include:

- Dealing with technical enquires
- Writing reports
- Providing extra resource to planners and advisers
- Analysing client accounts and products in the market
- Reviewing platform transactions
- Monitoring cashflow and investment accounts
- Adhering to policy, regulatory and firm processes

Key Skills/Experience Required:

The successful candidate must be able to demonstrate strong technical or product knowledge of the following: platforms/ wealth management/ pensions and/or investments. Ideally you would have worked as a Senior IFA Support or Paraplanner previously; with relevant qualifications and practical application of technical knowledge and report writing. This role will not only develop you technical knowledge, it will give you ownership of your workload, development and progression.

Footnote

If your application is successful we will contact you to discuss the opportunity in more detail, within 72 hours of receiving your application.

Due to the overwhelming application response we receive through various sources should you not hear from us within one week then please assume your application has been unsuccessful