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Position: Paraplanner
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Paraplanners
Salary: £30000 per Annum
Paraplanner
Location: London
Salary: Negotiable
This is an excellent opportunity to join an RDR ready Chartered Financial Advisors company, who are looking to hire a Diploma qualified Paraplanner to support several advisors within the firm
Duties and Responsibilities:
Experience of talking face to face with new clients regarding all aspects of Financial Planning, and dealing with any queries
Provide Technical Support to the relevant Consultants
Upkeep client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes
Skills and Qualifications:
Diploma qualified
Extensive experience in a paraplanning role (or similar)
Good understanding of Financial Services industry
Works well in a team
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 23 June 2011
