Paraplanner

Recruiter
Parkside Recruitment.
Location
Weybridge, UK
Salary
Competitive
Posted
20 May 2019
Closes
27 May 2019
Ref
1143665864
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you looking to work for a company that recognise your hard work?

Perhaps you are looking to work for a well established financial services company?

Do you have a strong knowledge of the financial services industry?

My client are looking for a 'Paraplanner' to join their team in there head office based in Weybridge.

Within this position you will be responsible for obtaining accurate documentation such as illustrations from providers, key feature documents and various application forms.

Location: Weybridge

Salary: £35,000+ (dependant on experience)

Hours: 9am-5:30pm Monday -Friday

Key duties:
  • Producing high quality reports in line with company standards
  • Responsible for ensuring all research is documented on client files
  • Liaising with consultants to gain a clear understanding of client objectives
  • Communicate any research details with the internal team
  • Liaise with the administrators to ensure they have an understanding of the advice been given
  • Attend regular investment meetings with directors
  • Obtain accurate illustrations/projections from providers
  • Research required investment/products to ensure best advice is given
  • Liaise with compliance officers when necessary

Key requirements:

Essential:
  • A broad knowledge of investment vehicles or pensions or insurances
  • Minimum of 1 year working within a similar role within an IFA (Desirable)
  • Exceptional communication skills
  • IT literate- Excel, Word and Outlook
  • Experience user of financial research tools (Desirable)

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

This job was originally posted as www.totaljobs.com/job/86314097

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