| Status : | Archived |
| Sector : | Finance |
| Location : | Wellington, Somerset |
| Salary : | £30,000 per annum |
| Age : | 1 month |
| myJobs : | Login | Register |
| More : | Finance jobs |
My client is searching for an experienced Paraplanner to join him in a busy, hard working yet highly rewarding role!
Duties will include (among others)
• searching financial databases
• finding information about products that match clients' needs
• writing reports on recommendations
• obtaining a selection of product quotes
• dealing with customer queries
• keeping accurate client records
You must:
• be fully FPC (or equivalent) qualified
• have worked for an IFA previously
• have excellent communication skills, both written and verbal
• be customer-focused
• have a good telephone manner
• have excellent computer skills
• enjoy working within a sales-oriented team.
Salary circa £30k per annum, life & pension scheme, 1% of business written.
To find out more about this role, please don’t hesitate in contacting Kate Lamberth on 01225 335500 or email your CV to kate@sjcrecruitment.com