This Job Vacancy has Expired!

Paraplanner

Posted on Feb 12, 2020 by CV-Library

Wallington, Hampshire, United Kingdom
Accountancy
Immediate Start
£26k - £32k Annual
Full-Time
Our client is looking for an individual who has worked for an IFA firm previously and has knowledge of the advice process. You will be joining a team who work alongside 4 advisers and 2 paraplanners. To be considered you will need to have experience with report writing, have an understanding of products and how they fit in to the advice process. Experience and understanding in this area is vital to the role. Job Description: Ensuring appropriate data is accurately recorded on the back-office system and in line with Company procedures. Obtaining illustrations, researching pensions and investment products and investment funds, working with suitability letter systems to produce Recommendation Reports. Person Specification: * Must have a sound knowledge of pensions and investments - Qualifications of CF level or RO level will be beneficial but not essential * Ability to work within a defined business process in a high-pressure environment with attention to detail imperative * Ability to multi-task and prioritise, plan own workload and manage Advisers’ expectations * A ‘can do’ positive approach to work * Good communication skills * Ability to use own initiative and to work both on your own and within a team Additional Information: * Based in Wallington * £26,000 - £32,000 * 20 days holiday plus bank holidays, which increases after 2 years in service by 1 additional day * Death in service life cover of 4x salary * Income Protection of 75% of salary which kicks in at 13 weeks We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy. Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal

Reference: 211707176

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