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Paraplanner

Posted on Jan 17, 2020 by CV-Library

Cheltenham, Gloucestershire, United Kingdom
Accountancy
Immediate Start
£25k - £27k Annual
Full-Time
Paraplanner Cheltenham circa 25-27k A great opportunity to develop your career in Paraplanning. This market leading financial services firm offers the chance to enhance your professional qualifications studying towards the Diploma in Financial Planning whilst gaining experience in a highly respected team. Responsibilities oversee changes/restructures of clients' financial planning requirements attend, when requested, client meetings alongside the paraplanner Report writing Obtaining additional information from providers regarding transactions/fund research/withdrawals/annual allowances Checking/correcting valuations Fund switch letters - including assisting paraplanners with clients' asset allocation breakdown and portfolio realignment to the benchmark risk profile Obtaining illustrations, application forms, product and fund information from providers Exchange quotes Prepopulating forms and drafting letters of instruction Obtain information regarding products and investment funds Fund research Skills & Qualifications Commenced study towards the Diploma in Financial Planning Excellent communication skills Excellent organisational & presentation skills Enthusiasm and motivation to further your career on to the next level If your skills and experience match this role, please forward your CV in a word format Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy

Reference: 211546267

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