This listing was posted on ListedBuy.
Paraplanner - part-time
Location:
Coatham Mundeville
Description:
Paraplanner part-time Albury, Surrey £35,000 - £45,000 Part-time paraplanner required. Excellent opportunity to join a close-knit team working from our office near Guildford, in the Surrey Hills. Hybrid working is also an option. Are you an experienced paraplanner looking to use your skills in a part-time role? (3 to 4 days). Do you enjoy working on your own initiative and would you also like to feel that you are a valued and important member of the company? This is a fantastic opportunity to join an established and growing IFA financial planning business. Unlike many part-time roles, you will really feel that you are part of our company. We will give you the responsibility that your high level of experience deserves, and you will have every opportunity to use your significant paraplanning and financial planning industry skills. About the role This is an interesting and challenging paraplanner role working alongside the Director and Advisers. You will be ensuring that the paraplanning work is researched, planned, delivered, and processed correctly and on time. Duties will include: Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data. Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of both written reports and analysis. Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process. Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents. Relationship Building - liaison with clients by telephone, letter, email and attending meetings where appropriate. Coordination - working with administrative staff to ensure application and provider forms are prepared as required. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
January 27 on ListedBuy
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More About this Listing: Paraplanner - part-time
Paraplanner - part-time is a Accounting & Finance Paraplanner - Part-Time Job at Recruitment Rebellion located in United States. Find other listings like Paraplanner - part-time by searching Oodle for Accounting & Finance Paraplanner - Part-Time Jobs.
Paraplanner - part-time is a Accounting & Finance Paraplanner - Part-Time Job at Recruitment Rebellion located in United States. Find other listings like Paraplanner - part-time by searching Oodle for Accounting & Finance Paraplanner - Part-Time Jobs.