Paraplanner

Recruiter
Fintop Consulting Ltd
Location
Bath, UK
Salary
Competitive
Posted
29 Aug 2019
Closes
25 Sep 2019
Ref
1247452773
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner
Bath
Salary up to £45k

Summary:

A qualified and experienced paraplanner, working as part of a team to deliver a first class research and report writing service to Private Client Partners.

Job Responsibilties:

  • Writing recommendation and strategy reports in line with FD's restricted proposition (where appropriate).
  • Undertaking cash flow modelling.
  • Other research tasks and project work where required.
  • Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations.
  • Work closely with other Paraplanners and Head of Paraplanning to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any process improvements that can be made.
  • Dealing with compliance on cases which require pre-approval.
  • To undertake any other duties commensurate with skills and experience.
  • To participate in appropriate company and departmental training, competence and development initiatives.

Please get in touch with us ASAP on or 0203 399 8555.

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