Senior Paraplanner - Cambridge, United Kingdom - PB Recruitment Consultants Ltd
Description
A highly established, successful Independent Financial Practice currently requires an experienced Senior Paraplanner, to join its friendly team.
It provides high standards of customer service, professional advice tailor-made to its clients and long-term relationships
An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career and a fantastic working environment, hybrid
It has a policy of keeping a low profile, but a much higher profile with professionals and clients. This, they feel, has given them a good rapport and a great deal of respect from its valued clients and introducers
Duties are varied and include:
- Undertaking and updating product due diligence
- Daily interaction with clients and providers
- Input of the monthly ongoing fees onto spreadsheet for the business
- Preparing information for reports, i.e., illustrations, back up information
- Assisting in valuation preparation via our platforms
- Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc
- Auto enrolment knowledge would be helpful.
The following skills are essential:
- Numeracy and literacy
- Accuracy and attention to detail
- Organised and efficient to enable procedures to be carried out effectively.
- Compliance knowledge required.
- Good sense of humour
- Computer literacy
- Excellent verbal and written communications.
- To work effectively in a small team
- Reliability & good time keeping
- Proficient in using MS Excel, Outlook, and Word and (XPLAN software an advantage)
What's in it for you????
A competitive salary, commensurate with experience - which you expect to increase from your existing employment - it also offers pension and possibly a bonus structure dependant on ability/interaction with clients.
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