Paraplanner

Recruiter
Informed Choice Ltd
Location
Cranleigh, UK
Salary
Competitive
Posted
13 Oct 2019
Closes
26 Oct 2019
Ref
1262986527
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
We have a vacancy for a Paraplanner to join the Informed Choice team.

Your responsibilities will include the preparation and maintenance of client files, preparing cash flow forecasts and recommendations as part of a Financial Plan, supporting our Financial Planners with the delivery and implementation of Financial Plans, and making agreed changes to investment portfolios.

Our ideal candidate has proven experience in a Paraplanning role, with proficiency in Truth from Prestwood, attention to detail and strong analysis skills.

You will be able to demonstrate outstanding written communication skills, with the ability to communicate clearly with colleagues and clients.

A minimum Level 3 Certificate in Financial Planning is required for this role, with Level 4 Diploma or higher preferable.

This role is based in our Cranleigh head office or our Petersfield office.

Competitive salary and benefits package based on experience.

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