Paraplanner

Recruiter
Office Angels
Location
Leicester
Posted
06 Mar 2019
Closes
31 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We have an exciting opportunity for an experienced Paraplanner to join an expanding team based in Leicester. This role is on a permanent basis, as the Paraplanner the working hours are Monday – Friday, 8.30am-5pm.

This is a busy and varied role which will allow you to use your existing skills as well as learning new skills within the financial sector.

As the Paraplanner your duties will include the following;

* Producing technical recommendation reports

* Reviewing client portfolios

* Ensuring all compliance paperwork is complete

* Establishing and maintain client relationships

* Handling client queries

* Carrying out research and analyse on products and services

* Assisting with the completion of application and proposal forms

To be successful as a Paraplanner you will;

* Have a diploma in Financial Planning or working towards level 4 diploma

* Have previous experience as a Paraplanner

* Have excellent report writing skills

* Have excellent attention to details

* Be highly organised and work to tight deadlines

* Be able to work on own initiative

* Have an excellent telephone manner and communication skills

In return you will benefit from a competitive salary, free parking, pension and additional training opportunities

The above advert will stay live until the successful candidate starts their new role however some of the job boards we use may automatically refresh adverts and do not have a delete function.

Please cross reference with the Office Angels website to familiarise yourself with live vacancies.

Whilst we'd love to get back to every applicant, it isn't always possible. So, if you haven't heard from us within 5 days, please note that your application has not been successful on this occasion. Office Angels are an equal opportunities employer.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explains how we will use your information – please copy and paste the following link in to your browser: https://(url removed)/candidate-privacy

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