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» Job Vacancy

Paraplanner - £25k-£45k DOE + Benefits


Hours:
Salary: £25000 - £45000/annum
Category: Accounting/Financial/Insurance,
Location: Sutton Coldfield, Sutton Coldfield, United Kingdom

May 24th
days old


views


applied




Description
Paraplanner Independent Financial Advisory Services Sutton Coldfield up to £38k DOE + Extensive Benefits

We are looking for an enthusiastic and dedicated Paraplanner to join our Financial Advisory business based in Sutton Coldfield. We are a progressive and growing company that are devoted to helping individuals with their financial needs. We have a successful team of independent financial advisers and dedicated client managers who provide client focussed advice in all aspects of financial planning. Â The successful candidate will provide financial administrative support the team and will need to ensure they adhere to agreed processes, procedures and timelines to the highest standards.

Role Paraplanner, Para-planner, Para planner, Financial Planner

Experience Level 4 Diploma Qualified, Experience working within a Financial Services environment, Maths and English GCSE A-C or equiv, knowledge of financial service industry, Degree Level Qualification, Good communication and telephone skills, attention to detail, exceptional organisational and planning abilities, computer literate, team player, desire to grow industry knowledge

Salary up to c£28k DOE

Location Sutton Coldfield, Birmingham, Edgbaston, Bromsgrove, Wolverhampton

Benefits 25 days holiday plus Birthday and Christmas break and Bank Holidays, Employer contribution Pension Scheme, IPI, CIC, Death in Service, 35 Hour week, Continued Professional Development and Exam Support, Progression Opportunities.

Responsibilities

* Build strong relationships with clients
* Review investments and clients financial situation for review meetings
* Preparation of meeting agenda and minutes
* Research and preparation of client recommendations
* Preparing a variety of documentation, reports, letters and summaries
* Submission of new business, pro-actively pushing through and chasing fees
* Ensure all files are compliant
* Produce quarterly valuations
* Review and rebalance client portfolios
* Inputting data into back office system
* Service existing clients & resolve customer queries
* Manage high workload and meet challenging deadlines adhering to SLAs
* Keep abreast of regulatory procedures and industry changes
* Any other duties considered commensurate to the post

Skills

* Level 4 qualifications
* At least three years Paraplanning experience
* Good written and oral communication skills
* Good analytical and numerical skills
* Computer literate.
* Strong technical knowledge

If this sounds like you and something you are interested in just click the apply button! Or you can call Cristian on (Apply online only) to have a confidential chat about the role in more detail, your skills and requirements.

This ad is posted by CV Bay on behalf of a client. All of our Adverts are for live Jobs we’re actively recruiting for. We are a UK based Recruitment agency. We have dedicated teams and account managers to ensure we give the best possible service. If this particular Advert isn’t of interest to you, but you are a Games Professional, please get in touch as we have new roles in on a daily basis
Company
Company: CV Library Ltd

Further Information
Reference: 207945242/cia386661
Posted: 24 May 2018, 11:20
Visa Required: Applicants must be eligible to work in the specified location








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