Junior Paraplanner

Job reference
12539947
Location
Epsom, Surrey, United Kingdom
Start date
To be arranged
Sector(s)
Other jobs
Contract type(s)
Full time
Salary
Up to £35,000
Date posted
29/10/2018

Junior Paraplanner

Surrey

To £35,000 + target related bonus, training and career support, staff pension scheme.

My client is a successful UK and international financial planning firm and through expansion they require an additional paraplanner to join the team. Your main role is to support the financial planners in creation of advice reports and technical analysis, whilst liaising with the administration team to offer the highest level of service to the company clients. 

You will be producing detailed and structured financial planning reports, liaising with the advisers to ensure individual cases are completed accurately and quickly. You will be using Financial Services industry software to produce cashflow modelling, product research and investment analysis as well as maintaining the company’s database and online client files with relevant information.

You will also be expected to keep up to date, compliant and knowledgeable on current products, techniques, legislation, qualifications and courses required by the company or the industry

You must working towards the diploma in Financial Planning and have previous  experience within the UK IFA  market. You must have excellent communication skills and knowledgeable in the advice process and aiming to achieve level 4.

Ref: 4966

Recruitment Connection
Company
Recruitment Connection
Website
http://www.recruitment-connection.co.uk
Phone
01372 237058