Paraplanner

Recruiter
RecruitAbility Ltd
Location
Hertfordshire, UK
Salary
Competitive
Posted
12 Jul 2019
Closes
21 Jul 2019
Ref
1203268720
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: Paraplanner

Location: Bishops Stortford

Salary: Circa £45,000

Term: Permanent. Full time.

My client is a very prestigious legal and financial firm with their Head Office based in Bishops Stortford. They currently have an exciting opportunity for an experienced Paraplanner to join their growing business.

The role of Paraplanner:

My client is looking for an enthusiastic, dynamic candidate who will provide a quality, tailored and supportive service to a range of clients, working alongside the Wealth Advisors and Administrators in the team..

Your role of Paraplanner (including, but not limited to):

* Responsible for managing a mixed caseload of client matters subject to appropriate supervision.

* Collect all client information needed to compile an accurate financial plan.

* Prepare draft recommendation reports

* Review investment portfolios, asset allocation and risk profile.

* Make changes to clients' investments as instructed

To be considered for the role of Paraplanner:

* You must be Level 4 qualified

* Superb report writing skills

* Excellent computer and keyboard skills

* Articulate

* A highly professional approach

* Enthusiastic, motivated and committed

The package for the role of Paraplanner:

Salary: Circa £45,000

Hours: Monday to Friday. 9 - 5:30pm

Excellent pension

Please apply online quoting reference RA 12453 or call Adrienne Coleman from RecruitAbility for more information.

This vacancy is being advertised by RecruitAbility Solutions Ltd. The services advertised by RecruitAbility Solutions Ltd are those of an Employment Agency

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