Paraplanner

Paraplanner

Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.

Marlborough

c.£40,000plusbenefits

AreyouopentodevelopingyourcareerasaParaplanner,withanestablishedandsuccessfulmarketleadingWealthManagementfirm?Ifso,IhaveafantasticopportunityIamcurrentlyrecruitingfortojoinanationalclientbasedin Marlborough.

Therolecomeswithacompetitivesalary(circa£40,000perannum)dependentuponexperienceandqualifications,withbenefitsincluding:25daysholiday(risingwithlengthofservice)plusBankHolidays,BirthdayLeave,HolidayPurchaseScheme,LifeAssurance,Pension,CorporateEyecareandExtrasDiscountshoppingdiscounts.

Thekeydutiesoftherolewillinclude:

• WritingFinancialPlanningReportsthatourPlannerspresenttoclients.
• SupportingthePlannersbyconductingresearchonproductsandhelpingfindtherightsolutionsforourclients.
• Assistingwithreviewsandcustomerrequestsaswellasactingasapointofcontactforourclientstodealwithday-to-dayqueries.
• Arrangingforplanstobesubmittedtoprovidercompanies.
• Maintainclientrecordsonthecompanysoftwareandensuretheclientandfirm'sfilesarewellpresented,accurateandcompliant.
• Preparationofclientreviewpacks.
• Illustrationrequests.
• Keepuptodatewithfinancialproductsandlegislation.
• Complywithallcompanyandindustryguidelines,rulesandregulations. xwzovoh

ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on to discusstheopportunity in more detail.