Updated: Thu, Jul 11, 2019 7:52 AM
We are currently working with a dynamic financial services organisation that are seeking to recruit an experienced Paraplanner to join their business.
The role will require you to write high-quality suitability reports, providing a professional and effective Wealth Management service, provider liaison and conduct research.
Key skills and experience sought:
*Proven track record as a Paraplanner and ability to manage the admin team effectively
*Level 4 Diploma in Financial Advice
*Discretion when supporting advisers and client while handling sensitive data
*Will have outstanding internal and external communication skills
*Will have excellent numeracy and literacy skills with exceptional attention to detail
*Demonstrate strong technical knowledge of all financial planning areas
*Will have great IT skills
*Will need to be resourceful and have a ‘can-do’ attitude
*The ability to manage own workload and work to deadlines
*Willingness to potentially develop a Trainee Paraplanner
Apply now for this fantastic opportunity!
At KHR we take care to ensure that you are represented as well as possible so it is worth checking your CV for layout, spelling and grammar as well as making sure it is up to date before you submit. If you feel you need to highlight particular qualifications, skills or relevant experience with regards to a specific role then please add a cover letter or a preface page. This does not need to be formatted in the same manner. In addition, if your CV is heavy with graphics etc, please could you also submit a “clean” copy in Word. Thank you.
KH Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. KHR – Recruitment Specialists is a trading name of KH Recruitment Ltd Keep in touch with us online for job alerts, industry updates and market…