Paraplanner

Our client, a prestigious, successful and well established IFA practise is seeking an experienced Paraplanner to join a small friendly team.

Job Description:

• Thorough knowledge of product research and analytical tools
• Excellent liaison skills to deal effectively with tasks set
• Providing support for other team members
• Understanding of FCA regulations and guidelines relating to financial services clients
• Willingness to continue to develop knowledge of products and related issues

Person Specification:

• Good communication skills (written and verbal) that are effective and meet business needs
• Ability to prioritise and organise own workload
• Ability to work under pressure and to deadlines
• IT skills commensurate with computer packages used including detailed understanding and use of Enable (our CRM tool)
• Accuracy of work and attention to detail This is an excellent opportunity to join a great firm

Additional Information:

• Based in Grayshott, Surrey
• £32,000 – £42,000