Paraplanner
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.
ForfurtherinformationpleasesendyourCV toStuartatRewardRecruitmentorcontacthimdirectly on 07747 782934 to discusstheopportunity in more detail.
TPBN1_UKTJ
- Location:
- United Kingdom
- Job Type:
-
FullTime
- Category:
-
Banking