Paraplanner

Recruiter
Lucy Walker Recruitment Ltd
Location
Wakefield
Posted
14 Jul 2017
Closes
14 Aug 2017
Job role
Accountant

Paraplanner

Salary Flexible Depending upon Experience

Reference 917026

Wakefield

Our client are a forward thinking business who are seeking an experienced Paraplanner to support their expanding team. This Paraplanning role would suit a highly organised and candidate with direct experience in a similar role.

This is an excellent opportunity to work as a Paraplanner for an excellent business. On a daily basis this will include:

  • Preparing and maintaining the client file
  • Preparing information for analysis
  • Managing client relations for financial advisors
  • Making recommendations for clients
  • Pulling together reports and gathering specialist data

This is a brilliant opportunity to work as a Paraplanner for an expanding team. This opportunity would suit a candidate who is highly professional in approach and has the following skills and experience:

  • Paraplanning experience
  • Ideally you will have financial qualifications
  • High attention to detail and very organised in approach
  • Strong Microsoft Office Skills
  • Methodical and process led with a diligent approach to all tasks
  • Excellent verbal and written communication skills

If you have the skills and experience outlined above, please contact us immediately to be considered for this Paraplanner role. If you do not have the skills and experience required, your application will not be considered and you need not apply.

*Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.*


This job was originally posted as www.totaljobs.com/job/75056580