Experienced Paraplanner Chartered Accountancy/Financial Planning Firm

Oval Recruit Ltd
Ascot, UK
19 Jun 2019
27 Jun 2019
Contract Type
Full Time
Experienced Paraplanner - Chartered Accountancy & Financial Planning Firm

Ascot | £40,000 + Great Benefits Package

A leading Independent firm of Accountants, Tax Advisers and Financial Advisers with offices based in Berkshire, are looking to recruit a highly professional and experienced individual to join their technical support team. This key appointment will initially be offered on a temporary basis, covering maternity leave, with the view to going permanent. You will provide full support for Partners and Financial Planners, specialising in providing advice mainly on pensions and investments.

The role will involve:

·Conducting research on products providers and funds

·Collating fact finds to formulate recommendations

·Preparing Suitability Reports, Pensions Analysis Reports and Discussion Reports

·Line management and development for a Junior/Assistant Paraplanner; enabling their growth and development within the role and the company

·Ensuring the Partners and Financial Planners have all the required information necessary to provide an efficient service to all clients

·Responsible for running the review programme

·Ad hoc duties and responsibilities as required by the Management Team

This is a fantastic opportunity for a Diploma qualified Paraplanner who is looking to progress their career with a highly reputable Chartered Status firm. With the opportunity to also advance your management skills, this role would suit an individual with prior experience developing both team and client relations. They would value someone who has experience of intensive fund research and the running of model portfolios, although this is not essential. This is an amazing opening for the right individual; someone who is proactive, calm under pressure and engaging would be a fantastic fit for the team.

In return they offer:

·A great remuneration and benefits package with generous holiday allowance

·The opportunity to progress and develop within a reputable and expanding company

·A lovely, professional and yet fun team environment

For a full job specification, please contact Briony Malden

This job was originally posted as www.totaljobs.com/job/86854869

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