Assistant Paraplanner

Recruiter
Anonymous
Location
Uckfield
Salary
23000.00 - 25000.00 GBP Annual + GBP23000 - GBP25000/annum
Posted
31 Jul 2017
Expires
28 Aug 2017
Sector
Accounting
Contract Type
Permanent
Assistant Paraplanner
Full Time - Permanent
Uckfield

Our client is a successful Financial Services company located near Uckfield. They are currently looking to recruit an Financial Administrator for a full time position, commencing in September 2017. This is a fantastic opportunity to join a well established team in a picturesque location.

The Role:

- You will be key support for the Paraplanner, helping to prepare applications for financial products, drafting letters and keying information in to the clients CRM system.
- You will answer phones and help clients with their queries, taking actions which could include preparing reports on financial planning matters.
- You will also be responsible for preparing packs for client meetings including investment evaluations.

About You:

- You must have a finance, banking or insurance background with knowledge of investments and life products.
- You will also be willing to learn more complex financial products.
- You will be a strong organiser with excellent attention to detail, highly numerate and familiar with operating and creating spreadsheets.
- You will ideally have attained the diploma or Regulated Diploma in financial planning or any other related qualifications would be advantageous.
- You will be a team player with a willingness and aptitude to learn and support the Paraplanner as and when required.

If you feel that you have the background and experience we are looking for then contact Jane Hardy at Select Appointments

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