| Status : | Live |
| Sector : | Finance |
| Location : | Central Bath |
| Salary : | £25-30k per annum |
| Age : | 13 days |
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| More : | Finance jobs |
This exciting role will see you support a small group of Financial Advisors in a busy Paraplanning position.
Your key duties will include:
- Complying with office practices and requirements as set out in the Office Manual and communications from the Operations Manager or Directors
- Achieving high levels of accuracy in research, preparation of reports, suitability letters, the processing of new business and the maintenance of existing business
- Contributing to corporate development and prosperity, assist other staff and be involved with their training as required
- Ensuring that all relevant facts and client information have been obtained by the Financial Adviser
- Preparing draft reports, taking into account any special requirements of the Financial Adviser and any recorded client requirements
- Carrying out and record adequate research using the facilities recommended by the Company
- Assisting with such reviews that Financial Advisers require
You must have previous experience within a similar role in the industry and be fully FPC qualified or equivalent.
To apply for this role, please send your CV to kate@sjcrecruitment.com or call Kate Lamberth on 01225 335500 for further information.