Details:
- Salary: £26,000 - 33,000 - Annum
- Job Type: Permanent
- Job Status: Full-Time
- Salary Per: Annum
- Location: Marlborough Wiltshire
- Date: 1 week ago
Description:
We are recruiting for an experienced Paraplanner to join a growing, national business.
Previous experience either as a paraplanner or financial advice background is essential and a relevant degree/diploma would be ideal.
You will work closely with the financial advisers and will provide technical support for clients financial needs.
Duties and responsibilities:
* Writing financial planning reports
* Conduct research on products - supporting advisers
* Assist with reviewing customers requests and q
* Queries
* Maintain detailed and accurate client records
* Prepare review packs
A requirement for this role will be to ensure you are up to date with company and industry guidelines, rules and legislations.
Experience:
* Paraplanning/financial advice essential
* Relevant qualification
* Ability to product accurate reports and presentations
* Analytical and good with problem solving
* Good knowledge of Microsoft Office
Salary is dependant on experience