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Paraplanner (2811565407)

Accounting 會計

Accounting

Yearly

GCSE/Scottish Standard Grades A-Level PhD 博士 Postgraduate or above 碩士或以上 Undergraduate or above 學士或以上 Intermediate apprenticeship 學徒

PSW Apprenticeship 學徒 華語工作 Contract 合同制 Full-Time 全職 Internship 實習 Part-Time 兼職

No

Dudley, West Midlands, United Kingdom

TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Paraplanner Location: Wolverhampton Benefits: Competitive salary, Pension, Holiday. Salary: £30,000 depending on qualifications and experience About the Company: Our Client is seeking a paraplanner to provide support to Financial Planners in their practice. The ideal Candidate will need to be or working towards their level 4 diploma. This is an opportunity for a committed individual to join our clients growing firm which advises across a broad range of financial services products. What Your Day to Day Duties Will Include As A Paraplanner: Writing Bespoke Technical Suitability Reports and fund switch letters in line with company procedures and tasks. Attending Client Meetings. Asset Allocation and Model Portfolio set-up & Management. Ensuring all research and relevant information is on file to meet compliance. Monthly Investment Statistics & Monitoring. Due Diligence of Providers, Products & New Technology. What is Needed to Be Considered for this Paraplanner Role: Experienced Technical Paraplanner Level 4 / Diploma Qualified. Previous experience working for an Independent Financial Advisers. Be able to write bespoke technical reports. Manage own workflows and work well in a team. Apply today to be considered for this Paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for