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What Job, Where?
Enter job title and location above e.g. Sales Manager London |
Position: Paraplanner
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Paraplanners
Salary: £25000 per Annum
Paraplanner
Location: Portishead
Salary: £18,000 - £25,000
This is a superb opportunity for an ambitous Financial Services professional to join an extremely new Practice and assist in the development of the Business whilst establishing excellent Paraplanning systems. You will be Diploma qualified or close to it, and able to work autonomously whilst supporting the fee earners. This company has made significant Technological steps to ensure that they will be at the forefront of the industry post RDR
Duties and Responsibilities:
Research will be key to the role and you will be expected to choose which tools the company will use gouing forwards
Supporting 1/2 IFA's in all areas, from Research to Report writing
To ensure that the company is represented in a Professional manner going forwards
Dealing with HNW clients both face to face and via the Telephone
Justifying any decisions made regarding investments to clients
Using secure messaging to contact clients
Following the Adviser's audit trail from start to finish
Skills and Responsibilities:
A strong understanding of a variety of research methods along with the confidence and gravitas to justify their use
A familiarity of True Potential Back office systems would be an advantage
High IT literacy, technology is a major part of this company's business plan
Diploma qualified or proceeding on this track
Previous experience within an IFA practice
Benefits:
This is an excellent opportunity to develop yourself within a highly professional environment
Support is given and encouraged for any industry exams
Due to the ambitious expansion plans there is excellent progression available to whatever area of Financial Services you wish
To be part of a highly professional outfit, and assist in the development of a future market leader
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 26 May 2011
