Paraplanner - Swansea, United Kingdom - Ortus PSR

Ortus PSR

Verified Company

Swansea, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner opportunity Swansea

Responsibilities:

To work under own initiative and prioritise work effectively

Maintain good time management and effective organisation ensuring that tasks are prioritised

Comply with all company procedures and the Individual Conduct Rules as listed above

To treat all client and firm's information with the utmost confidentiality

Produce reports in line with client's specific needs in a concise and balanced manner explaining clearly charges and disadvantages together with the main reasons for the advice

Upload all research documentation to back-office system

Submit cases for pre-sale checking where appropriate

Check New Business packs for accuracy prior to Presentation meetings

To be considered:

Be able to analyse client information conscientiously and accurately

You must have Paraplanning experience to be considered

Experience preparing letters and reports