Paraplanner - Cheshire, United Kingdom - Cathedral Appointments Ltd

Cathedral Appointments Ltd
Cathedral Appointments Ltd
Verified Company
Cheshire, United Kingdom

4 days ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Up to £40k DOE | Hybrid Working | Extensive Flexible Benefits Package

We're looking for a Paraplanner


Our client is all about doing simple things really well and they are seeking a
Paraplannerto join their friendly and experienced team.

The role is hybrid working, two days from home and three days in the office.


Paraplanner responsibilities include:


  • Provide a wide range of financial services and financial planning to both private and corporate clients
  • Preparing Cash flow planning forecasts
  • Building and maintaining client relationships
  • Ensuring advice and client files meet FCA requirements

Paraplanner requirements include:


  • You will need to be Diploma qualified, level
  • Educated to GCSE level (or equivalent), with grades A-C in English and Math
  • Proficient IT skills with a knowledge of Microsoft Office programs
  • Care deeply about the job you do
  • Excellent organisation skills and being a brilliant communicator

Recruitment Consultant:
Joanne Howell
**Ref: 9476
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