Paraplanner

Recruiter
Cavendish Maine
Location
Taunton
Posted
11 Mar 2019
Closes
25 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
About the Company: We are working with one of the UK’s top accountancy firms in the UK that has specialist in-house teams that provide financial and tax planning advice. They have built a solid reputation since their inception 31 years ago and enjoy the advantages of having a client book that like to continue to refer and recommend them to friends and family. Their financial planning team in Taunton are looking for a paraplanner to join them and require someone who has worked in a similar role previously. Job Description: Alongside the rest of the paraplanning team the successful candidate will: Prepare and administer a financial plan or report for clients. Use a completed fact find to collate all the relevant detailed information to compile a recommendation report. Review current investment portfolios. Undertake research to identify suitable solutions to meet clients’ needs and objectives. Prepare information for analysis by the advisor. Prepare draft recommendation report. Key Skills/Experience Required: The successful candidate will have excellent inter-personal skills, excellent report writing skills and good attention to detail. Having worked in similar role previously you will have detailed knowledge of FCA regulations and a broad knowledge of the FS sector. Ideally you will have the diploma in financial planning or the desire to work towards it. Salary/Benefits Information: My client is looking to pay up to £35,000 with additional employee benefits. Support towards gaining qualifications is provided and encouraged and flexible time is offered to fit around your daily activities and responsibilities. Job Reference: LS/21325 Candidate care: By responding to this advert you consent to Cavendish Maine processing the personal data included within this application. If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine.

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