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18 days ago
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Paraplanner


Additional Resources Ltd
Salary: £38000 - £45000 Per Annum
Location: Hertfordshire
Job type: Permanent
Contact: David
Category: Finance Office Jobs
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Paraplanner - Shillington, Hertfordshire

Salary: £38,000 to £45,000 depending on experience

The Role

An excellent opportunity for an experienced, commercially minded Paraplanner to join a highly respected fast growing Financial Practice.

The ideal candidate will be Diploma Level 4 qualified or working towards this and looking to work within a company that will support their ongoing development.

You will have skills in the preparation of complex suitability letters, replacement cases fund switches and the ability to carry out compliant and detailed research as well as technical analysis to support advice given to the Financial Planners.

Essential Requirements & Skills

• Minimum Diploma Level 4 qualified
• Experience working with financial planners, report writers and client support teams, providing the client with a positive professional experience, offering highly technical and qualified knowledge
• High attention to detail and strong writing skills
• Experience working in a sales driven culture
• Evidence of carrying out compliant and detailed research
• Confident using MS software packages including Excel, Word and Outlook
• Diligent and organised


Benefits

• Great opportunity to build a career within a growing company
• Support with further training and qualifications
• Working in an energetic team


Important information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Private Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Business Regulations 2003

Paraplanner - Shillington, Hertfordshire

Salary: £38,000 to £45,000 depending on experience

The Role

An excellent opportunity for an experienced, commercially minded Paraplanner to join a highly respected fast growing Financial Practice.

The ideal candidate will be Diploma Level 4 qualified or working towards this and looking to work within a company that will support their ongoing development.

You will have skills in the preparation of complex suitability letters, replacement cases fund switches and the ability to carry out compliant and detailed research as well as technical analysis to support advice given to the Financial Planners.

Essential Requirements & Skills

• Minimum Diploma Level 4 qualified
• Experience working with financial planners, report writers and client support teams, providing the client with a positive professional experience, offering highly technical and qualified knowledge
• High attention to detail and strong writing skills
• Experience working in a sales driven culture
• Evidence of carrying out compliant and detailed research
• Confident using MS software packages including Excel, Word and Outlook
• Diligent and organised


Benefits

• Great opportunity to build a career within a growing company
• Support with further training and qualifications
• Working in an energetic team


Important information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Private Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Business Regulations 2003


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