Paraplanner - Junior or qualified
Exeter
£ 28,000 - 40,000 per annum, Inc benefits
Reed Financial Services are representing a award-winning Chartered Financial Planners and Discretionary Fund Managers basedin Exeter who as a vacancy for a Paraplanner/Technical Assistant to join their growing and successful independent business.
My client are happy to consider either a newly qualified or experienced Paraplanner. Whats key for my client is the right fit to the business and team where the successful candidate will work alongside two qualified paraplanners. Their is definate scope to develop and my client encourage ongoing and further qualifications (i.e. Chartered Status).
1) Junior Paraplanner - The responsibilities of the role will include, but are not limited to:
• Support the technical/paraplanning, investment and client service administration team.
• Writing Annual Review reports for clients in accordance with the firm’s FCA compliance regime.
• Communication with clients by telephone, letter, email and face-to-face.
• Provide a point of contact for clients and providers as appropriate.
• Organise and co-ordinate workload to ensure timely completion of work and deadlines are met.
• Ensure the office CRM system (Intelligent Office) is kept compliant and up to date.
• Create and maintain a pleasant work environment, ensuring high levels of organisational effectiveness, communication and client satisfaction.
Skills and Qualifications <...