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Paraplanner
Location:
Coatham Mundeville
Description:
Paraplanner Albury, Surrey £35,000 - £45,000 Paraplanner required - full or part-time. Excellent opportunity to join a close-knit team working from our office near Guildford, in the Surrey Hills. We will happily consider full-time, part-time (3-4 days) or hybrid working. Are you an experienced paraplanner looking to make the most of your skills? Do you enjoy working on your own initiative and would you also like to feel that you are a valued and important member of the company? This is a fantastic opportunity to join an established and growing IFA financial planning business. We will give you the responsibility that your high level of experience deserves, and you will have every opportunity to use your significant paraplanning and financial planning industry skills. About the role This is an interesting and challenging paraplanner role working alongside the Director and Advisers. You will be ensuring that the paraplanning work is researched, planned, delivered, and processed correctly and on time. Duties will include: Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data. Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of both written reports and analysis. Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process. Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents. Relationship Building - liaison with clients by telephone, letter, email and attending meetings where appropriate. Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process. Partners. Visit ListedBuy for more information.
Company:
Recruitment Rebellion
Posted:
February 1 on ListedBuy
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More About this Listing: Paraplanner
Paraplanner is a Accounting & Finance Paraplanner Job at Recruitment Rebellion located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.
Paraplanner is a Accounting & Finance Paraplanner Job at Recruitment Rebellion located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.