Technical Paraplanner - Norwich

Recruiter
GCB Agency Recruitment
Location
Norwich
Posted
17 Feb 2019
Closes
24 Feb 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

The client is a well-established and trusted name in Financial services across the region. They have a wealth of clients seeking financial planning advice across East Anglia and are seeking an experienced Paraplanner to join their busy branch in the Heart of the City.


Responsibilities:

  • Reporting to the Directors
  • Supporting all Financial Advisors when needed.
  • Researching products and producing detailed reports for presentation to the client.
  • Managing a busy workload to tight timescales.
  • Producing client illustrations
  • Preparing and reviewing asset allocation reports
  • Preparing and reviewing risk profiling reports


Requirements:

  • Level 4 diploma is preferred
  • Proven track record of performance
  • Need to be analytical
  • Good experience of client contact
  • Clear communicator

In return for this role, my clients are looking to offer a basic salary of between £25,000 - £35,000 (Depending on Experience) plus bonuses and great opportunities to progress.

Due to high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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