Job Description
Paraplanner
Location: Cheltenham
Profile: Permanent role for leading company with excellent benefits
Salary: £26000 -£33000 per annum plus benefits
Hours: Mon-Friday
Qualifications: Financial Services Diploma qualified with experience, Pensions experience and qualifications desirable
Experience: Experience in the Financial Services industry, working for a financial adviser
Previous paraplanning experience required
Skills: Excellent interpersonal, listening, numerical and IT skills
Strong analytical and research skills
Excellent report writing and written/verbal communication skills
Good organisational, time management skills and effective caseload management
Professional, ethical and discreet
Ability to build and maintain on-going client relationships
The Paraplanner will provide technical administration support to Financial Planners by providing technical information and regulatory documentation for client meetings and to ensure that new business is processed compliantly, efficiently and accurately.
The Paraplanner will ensure the client file is compliant and evidences suitable financial advice by drafting and issuing suitability letters when advice has been given.
Enjoy Recruitment Group acts as an employment agency and as an employment business as defined by the Employment Agencies and Employment Business Regulations 2003. Enjoy Recruitment Group is an equal opportunities employer and offers a free and confidential service to candidates.
Enjoy Recruitment Group / Creative Mettle – acting as an Employment Agency in relation to this vacancy.
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