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Paraplanner
Location:
Edgbaston
Description:
Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Role can be based in either Edgbaston or Warwick. Hybrid working available together with excellent benefits and career opportunities. Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose? Are you an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best paraplanner you can be? This is a great opportunity to join company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you! The role The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include: Identifying areas for financial planning and sourcing solutions to meet their objectives. Preparing suitability reports and recommendations for approval by the financial planner. Conducting fund research and analysis using FE Analytics. Collating and maintaining due diligence research on funds, platforms, and providers. Preparing cumulative return tables and sharing these with the team. Ensuring documentation is compliant, present, and correct. Ensuring your own personal development and the development of the administration team. Essential skills We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process. Able to demonstrate excellent customer communication skills. Experience working together. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
February 9 on ListedBuy
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More About this Listing: Paraplanner
Paraplanner is a Accounting & Finance Paraplanner Job at Recruitment Rebellion located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.
Paraplanner is a Accounting & Finance Paraplanner Job at Recruitment Rebellion located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.