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PERMANENT PARAPLANNER – WILTSHIRE - Salary Neg
We are looking for an experienced Paraplanner to work for our established growing organisation.
So, why would you want to apply?
- 25 days holiday increasing with service + bank holidays
- 35 hours per week, Mon - Fri
- Free onsite parking
- Option to work from home a couple of days per week
- Holiday purchase scheme and a day off for your birthday
- Extra discounts at shops
- And the other stuff, pension, life assurance etc
Daily duties are likely to involve:-
- Dealing with client correspondence, written and verbal.
- Processing New Business.
- Preparation of client review packs.
- Arranging client meetings and managing the Adviser’s diary.
- Illustration requests.
- Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures.
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
- Taking phone calls, enquiries and requests, and handling them where appropriate.
- Back-office support.
In return, what we need from you:-
- Similar experience to the above
- Previous employment or similar of working within a Financial Planning firm
So, if you are interested and want an immediate opportunity, please apply immediately with your cv
Thank you for your interest in this position. It is with regret that we are unable to respond personally to each individual application due to the high volume of cv’s we receive daily. However, your application will be reviewed within a two day working period. If you do not hear from us within this time, you have unfortunately been unsuccessful on this occasion.Â
This vacancy is being advertised by M.A.S Resourcing who are acting as an employment agency / business.
