Paraplanner - Newport
WE ARE SORRY THIS JOB CLOSED ON 08/02/2012 AND WE ARE NO LONGER TAKING APPLICATIONS FOR THIS POSITION – PLEASE CLICK ON THE ‘VACANCIES’ TAB ABOVE FOR CURRENT OPPORTUNITIES. THANK YOU.
An experienced Paraplanner is sought for an extremely successful IFA based in Newport, South Wales. Working within the Client Services Team and supporting the Financial Planners you will carry out appropriate research and produce technically competent Reports.
The Company:
A firm of Independent Financial Advisers based in Newport, South Wales with a network of Branches throughout South Wales. They pride themselves in providing a professional and friendly service valued by many clients who return time and time again to re-assess their financial needs as their requirements change.
Please note the key criteria for this role:
The role will see you providing comprehensive, high quality research; writing detailed reports; dealing with client queries; preparing information for client review meetings including details of maturities; maintaining accurate client records using Quay Software Database; and servicing new and prospective clients in general.
• Professional paraplanner with a proven technical ability.
• You will be very proactive and self motivated and possess the ability to work under pressure and to deadlines, therefore excellent organisational skills are also crucial.
• You will possess excellent interpersonal skills and be a great team player.
• Experience of using Synaptics, The Exchange, Trust Net etc would be highly advantageous.
The Person:
In order to be successful in this role you will have relevant Paraplanning experience within an IFA environment, coupled with good technical ability and strong product knowledge. You will have strong organisational and time management skills and enjoy working as part of a team.
Professional Qualifications Required:
Diploma Qualified or very close to achieving it.
Features/Benefits:
Salary up to £30,000 plus benefits
Sandringham Wood Recruitment is a member of the Recruitment & Employment Confederation (REC) and is acting as an employment agency in relation to this vacancy.
Please note:
We thank you for your application and please be rest assured that your application will be read thoroughly; if you do not receive a response from us within 3 working days it will be because your application, on this occasion, has not been successful.
The only reason you will have been deemed unsuccessful will be because you either do not have the key experience OR the right level of professional qualifications required for the role.
Also, please do not hesitate to pass our details, or a particular role you’ve seen advertised, onto a colleague/friend as they may benefit from this information and please continue to view our vacancies.
Job details
Ref: JW/1797
Salary: £25,000 to £30,000
Location: [Gwent] Newport
Job type: Permanent
