Our clients, a Financial practice in Norfolk, are looking to recruit a Paraplanner to join their team.
Working Hours:
Monday \xe2\x80\x93 Friday 9 am \xe2\x80\x93 5 pm
Salary package on offer for the successful Paraplanner:
\xc2\xa333,000 - \xc2\xa339,000
Full Training and Progression
Qualifications funded and supported
Requirements for the role of Paraplanner:
Experience in a Paraplanning position
Excellent customer service
Ability to work on own initiative and as part of a team.
Responsibilities included in the role of Paraplanner:
Preparing and maintaining client files in conjunction with the admin function
To collate all the quantitative detailed information required to support any recommendations to be made
Ensure all relevant paperwork held within a client file is present, relevant and compliant
Discuss client objectives with the adviser
To provide supervision of administrative support staff
Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.
This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.