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

Junior Paraplanner

Cranleigh Personnel
Job LocationLoughborough
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job title: Junior ParaplannerSalary: Dependable on your experienceLocation: LoughboroughAre you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position If so, this could be your perfect position.Our client is currently looking for a Junior Paraplanner to join their growing team.This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.You must be working towards your Diploma qualification.General responsibilities:

  • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
  • Producing comprehensive and clear suitability letters for clients
  • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
  • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
  • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
  • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.
    • If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable. Required skills
  • Cash Flow
  • Client Meetings
  • Financial Services
  • Paraplanning
  • Report Writing

    • Keyskills :
    Cash Flow Client Meetings Financial Services Paraplanning Rept Writing

    APPLY NOW

    Junior Paraplanner Related Jobs

    © 2019 Naukrijobs All Rights Reserved