Paraplanner

Recruiter
Mansion House Recruitment Limited
Location
Milton Keynes
Salary
25000.0000
Posted
06 May 2017
Closes
05 Jun 2017
Contract Type
Permanent
Hours
Full Time

This highly respected Chartered Financial Planners firm based in Milton Keynes are currently seeking a diploma qualified Paraplanner to join a team of 4 Paraplanner's. You will be an articulate and highly driven individual who is a key team player. In return you will be joining a company that offer excellent career progression opportunities and pride themselves in providing a great working environment.

Responsibilities include:

  • Product research
  • Report writing and the production of compliant suitability letters
  • Regular review of client portfolios.
  • Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.

Essential

  • Level 4 Diploma in Financial Planning or AFPC (Advanced Financial Planning Certificate).
  • Excellent reporting skills & attention to detail, along with good oral & written communication skills.
  • Microsoft Office (Outlook, Word & Excel, Powerpoint)