Paraplanner

Recruiter
Independent Appointments Ltd
Location
Shuttleworth
Posted
16 Jul 2017
Closes
25 Jul 2017
Job role
Accountant

A highly respected Financial Services Company based in North Manchester is looking to recruit an experienced Paraplanner.

Duties include: Producing client valuations, evaluating fund performance information, written and verbal liaison with clients, independent product and technical research and report writing.

Candidates must have a working knowledge of pensions, investments, and protection. You should also have previous experience of providing full support to an Independent Financial Adviser including producing research analysis and recommendation letters. Applications are sought from candidates who have previously worked in this type of environment and have demonstrated their commitment by working towards their diploma in financial planning.

Person Specification:

The successful candidate should be self motivated and work well in a team environment. They must also be able to work independently, be enthusiastic, and be able to add real value to the department and to the firm.

Essential Skills & Qualifications:

Working towards Diploma in Financial Planning. High level of interpersonal skills. Self motivated. Ability to build successful, mutually beneficial business relationships. Excellent communication skills (face to face, telephone and in writing)

Desirable Skills and Experience:

Previous paraplanning experience. Ability to manage own workload efficiently. Excellent word processing skills. Interest in developing IT skills and knowledge