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Paraplanner

Optima Recruitment
Job LocationGrayshott
EducationNot Mentioned
Salary£32,000 - £42,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Our client, a prestigious, successful and well-established IFA practise is seeking an experienced Paraplanner to join a small friendly team.

  • Thorough knowledge of product research and analytical tools
  • Excellent liaison skills to deal effectively with tasks set
  • Providing support for other team members
  • Understanding of FCA regulations and guidelines relating to financial services clients
  • Willingness to continue to develop knowledge of products and related issues
    • Person Specification:
  • Good communication skills (written and verbal) that are effective and meet business needs
  • Ability to prioritise and organise own workload
  • Ability to work under pressure and to deadlines
  • IT skills commensurate with computer packages used including detailed understanding and use of Enable (our CRM tool)
  • Accuracy of work and attention to detail This is an excellent opportunity to join a great firm
    • Additional Information:
  • Based in Grayshott, Surrey
  • £32,000 - £42,000
    • We appreciate the time you took to apply for this vacancy, however due to the high level of applications that we receive, we can only respond to successful candidates. In the meantime, please check out our website to read more about our company and privacy policy.Optima Recruitment specialists in Permanent & Temporary Recruitment, including; Administration, Secretarial & PA, Accounts & Finance, Graduate Opportunities, Human Resources, Recruitment Consultancy, Sales & Marketing, Customer Service and Legal. Required skills
  • Investment
  • Organisational Skills
  • Paraplanning
  • Pensions
  • Telephone Manner

    • Keyskills :
    Investment Organisational Skills Paraplanning Pensions Telephone Manner

    APPLY NOW

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