Job details
| Location |
Leatherhead, United Kingdom
|
| Date Posted |
15th February 2019 |
| Category |
Para Planners
|
| Sector |
Investment
Pensions Retirement Planning Wealth Management |
| Salary | FTE to £40000 + 30 days holiday and benefits |
| Industry | Financial Services, IFA |
| Education | N/A |
| Professional Quals | Some RO's ideally.. |
| Work Hours | Negotiable |
| Reference | 5000 |
| Hiring Company | Recruitment Connection Ltd |
| Region | South East |
| Street Address | N/A |
Description
Paraplanner - Part or Full Time
Leatherhead
FTE to £40000 + 30 days holiday and benefits
To work for a successful and growing IFA practice. The role is to help the MD with new and existing clients in the creation of advice reports and technical analysis, whilst offering the highest level of service to the company clients.
You will be producing detailed and structured financial planning reports, liaising with the MD to ensure individual cases are completed accurately and quickly. You will be using Voyant 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 must have previous experience within the UK IFA market, excellent communication skills and knowledgeable in the advice process and ideally aiming to achieve level 4.
Ref: 5000