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Paraplanner

Reference:
RA12453
Sector:
Accountancy & Finance
Salary:
£45,000 Per Annum
Town/City:
Bishop's Stortford
Contract Type:
Full time

Job Title:      Paraplanner

 

Location:      Bishops Stortford

 

Salary:           Circa £45,000

 

Term:             Permanent. Full time.

 

 

My client is a very prestigious legal and financial firm with their Head Office based in Bishops Stortford.  They currently have an exciting opportunity for an experienced Paraplanner to join their growing business.

 

The role of Paraplanner:

 

My client is looking for an enthusiastic, dynamic candidate who will provide a quality, tailored and supportive service to a range of clients, working alongside the Wealth Advisors and Administrators in the team..

 

Your role of Paraplanner (including, but not limited to):

  • Responsible for managing a mixed caseload of client matters subject to appropriate supervision.
  • Collect all client information needed to compile an accurate financial plan.
  • Prepare draft recommendation reports
  • Review investment portfolios, asset allocation and risk profile.
  • Make changes to clients’ investments as instructed

To be considered for the role of Paraplanner:

 

  • You must be Level 4 qualified
  • Superb report writing skills
  • Excellent computer and keyboard skills
  • Articulate
  • A highly professional approach
  • Enthusiastic, motivated and committed

 

The package for the role of Paraplanner:

 

Salary:            Circa £45,000

 

Hours:            Monday to Friday.  9 – 5:30pm

 

Excellent pension

 

Please apply online quoting reference RA12453 or call Adrienne Coleman from RecruitAbility for more information.

 

This vacancy is being advertised by RecruitAbility Solutions Ltd. The services advertised by RecruitAbility Solutions Ltd are those of an Employment Agency.