Paraplanner

  • Location:

    Surrey

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    John Keane2

  • Contact email:

    john.keane2@search.co.uk

  • Job ref:

    Req/536408

  • Published:

    2 months ago

  • Expiry date:

    2019-10-06

  • Startdate:

    06/09/2019 16:58:22

Paraplanner with a growing organisation in Surrey who deal with both Corporate and Private clients.

Competitive basic salary with good benefits.

THE ROLE

* Prepare and compare financial analysis
* Prepare reports to a professional and timely standard
* Provide information for annual reviews and identify areas not covered
* Communicate with selected clients (face to face or remote) and third parties
* Develop and maintain all processes relevant to technical support
* Communicate clearly on technical and client support
* Undertake financial planning and product-based research

IDEAL CANDIDATE
* You will have the ability to build upon existing strong client relationships.
* It is essential that you possess strong communication skills, have a high attention for detail, and
have interpersonal and organisational skills with the ability to work in a busy, fun and professional
environment. You must be happy to work on your own and as part of a team and have excellent
time management skills.
* You must be a minimum of level 4 diploma qualified.
* Support for future qualifications will be provided

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.