Very exciting time to join this company as their new Paraplanner and work with a Finanial Advisor that has 20+ years experience!
Salary: £25,000 - £30,000
Your new role as a Paraplanner:
* Researching products and different types of funds
* General administration tasks
* Creating Financial Investment Reports for Advisers to pass on to their clients
* Gathering information to prepare quotes for clients
* You will liaise with providers whilst corresponding effectively with Advisers and Clients
* Acting as a technical interface between Advisers and Clients
Your skill Set required as a Paraplanner:
* Previous Paraplanner experience
* Previous regulatory or financial industry experience
* Excellent organisation and planning skills, flexible and adaptable to cope with changing environment and work loads
* Good, professional communication skills
* Professional qualifications would be an advantage
* Experience is using IFA Back Office systems such as IO or AO
* IT literate
* A good team player
Don't miss out and apply while this opportunity is here!
Contact Sam for more details...........................
Wisdom Recruitment - Specialists in Permanent Recruitment, including; Property, Administration, Executives Search, Secretarial & PA, Accounts & Finance, Graduate opportunities, Human Resources, Sales & Marketing, Customer Service, Legal, Procurement, Oil & Gas, Pensions, and Charity positions.
*Wisdom Recruitment are acting as an employment agency with regards to this vacancy.
Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies.
Wisdom Recruitment does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation