Paraplanner
- Recruiter
- Brook Street UK
- Location
- Stockport
- Posted
- 09 Jun 2018
- Closes
- 10 Jul 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Are you an experienced Paraplanner looking for your next career move? Our client is a very well established organisation who specialise in all areas of financial planning
They can offer a great working environment, where you will join a friendly team who focus on providing a professional service to their clients
The main focus of the role is to support the Consultants (Financial Planners) in providing, implementing and reviewing strategies and advice to private and corporate clients. This will include monitoring and reporting to clients in respect of various types of financial products. There will be additional responsibilities to provide technical and compliance support to other areas of the business.
You will support consultants in preparing accurate financial plans, research and analysis to meet the clients needs
What you will need:
Experience working in a Paraplanning role.
Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning). A candidate working towards Level 4 may be considered for a junior role within the team.
Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly desirable
You should have excellent communication skills both written and verbal.
Have attention to quality, detail and accuracy and getting it right first time.
Be flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
Be client focused; friendly, helpful and considerate to all.
Able to show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.
Salary will be dependent on experience, 25 days holiday plus bank holidays, pension and healthcare scheme. Free Parking
If you have the skills and exerience required and would like to apply, please send your up to date CV
They can offer a great working environment, where you will join a friendly team who focus on providing a professional service to their clients
The main focus of the role is to support the Consultants (Financial Planners) in providing, implementing and reviewing strategies and advice to private and corporate clients. This will include monitoring and reporting to clients in respect of various types of financial products. There will be additional responsibilities to provide technical and compliance support to other areas of the business.
You will support consultants in preparing accurate financial plans, research and analysis to meet the clients needs
What you will need:
Experience working in a Paraplanning role.
Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning). A candidate working towards Level 4 may be considered for a junior role within the team.
Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly desirable
You should have excellent communication skills both written and verbal.
Have attention to quality, detail and accuracy and getting it right first time.
Be flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
Be client focused; friendly, helpful and considerate to all.
Able to show initiative, being able to motivate & manage oneself and to have a desire to improve and develop.
Salary will be dependent on experience, 25 days holiday plus bank holidays, pension and healthcare scheme. Free Parking
If you have the skills and exerience required and would like to apply, please send your up to date CV