Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Senior Paraplanner

Job LocationCambridge
EducationNot Mentioned
Salary£40,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Cambridgeseek their next Senior Paraplanner to join their team. As a company they offer ethical and honest solutions to help their clients achieve financial goals. With extensiveexperience built over many years, they have earned themselves an enviable reputation in the marketplace. If you are an experienced Paraplanner, wishing to continue your career in an enterprising environment then this could be the opportunity for you. You should at least hold Diploma Level 4 qualified. Advanced level exams in investments and pensions will be advantage,working towards Chartered status.Key Responsibilities:

  • Supporting the Financial Planners in research and analysis to meet Client needs and objectives
  • Supporting the Financial Planners in preparing Client financial plans and suitability reports
  • Promoting the profile of the business within the profession and wider communities
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Preparing and compiling financial analysis data
  • Analysing Client data and preparing cash flow analyses
  • Compiling financial planning recommendations and suitability reports
  • Providing support for the Financial Planners
  • Ensuring that all regulatory and compliance standards are met
  • Liaising with product providers and other relevant third parties
  • Assisting the Financial Planners with Client presentations and any other activities as agreed
  • Preparing applications for submission.
If you believe you are well suited for this role, please apply to be considered.Required skills
  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing

APPLY NOW

Senior Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved