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Position: Paraplanner - & pound;25k - & pound;32k - Godalming
Location: Godalming,Surrey
Position Type: employed
Sectors/Categories: accountancy
Salary: GBP 32000.00
Paraplanner 25k 32k Godalming
Our Financial Services Company based in Godalming is recruiting for an experienced Paraplanner
Duties Report writing Life Pensions and Investments
Comprehensive research in the market place
Work closely with consultants in preparing relevant work
Meet with product providers as and when required
Liaise with clients directly as and when required
Prepare alternative scenarios for consideration in preparing client reports with consultants
Skills Attention to detail and ability to problem solve issues whilst working unsupervised on required tasks is essential
Microsoft Office Outlook Word Excel Powerpoint
Knowledge of ExWeb Exchange and other associated IFA
Knowledge of 1st Software essential
Qualifications Diploma level qualified or equivalent to full FPC AFPC
Excellent working knowledge of Trusts and Taxation...
Company Name: Mulberry Recruitment
Advertised On: UJOB (Vazzee UK Limited)
Date Posted: 16 November 2011
