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Paraplanner

Posted on Jan 17, 2020 by CV-Library

Yeovil, Somerset, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
Our client are a top 50 accountancy firm who focus on accountancy and financial planning with offices throughout the South West. They pride themselves on providing outstanding accountancy and financial planning services. Their financial planning team is growing and they are looking for a talented, service focused Paraplanner to join their offices in Yeovil. The right candidate is brilliant at preparing and prioritising work, and is experienced in providing compliant suitability reports. They will also be a confident communicator and can liaise with clients on advice matters and transactions. As a Paraplanner, you are absolutely crucial to the success of the Financial Planning team. Without your technical guidance, workflow management and ability to construct solutions the clients would not be satisfied and the team would not function. If you are currently working towards your Diploma in Financial Planning and have proven experience of working in a financial environment, then this may be the role for you

Reference: 211239387

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