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Job Location | Rumney |
Education | Not Mentioned |
Salary | Salary negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent,full-timeB |
The Role An ideal role for an experienced Paraplanner looking to take their career to the next level. This is a critical role within the business where you will be responsible for coordinating and communicating the technical and research requirements for the FinancialPlanners. You will be the go to person for the internal and external Paraplanners and will be responsible for ensuring works are distributed and completed in good time. A hands-on role, you will have the opportunity to develop the skills of your team(Paraplanners and Trainee Paraplanners) whilst still being involved in the research process, preparation of letters/reports and communicating both internally and externally.The BusinessA well-established independent firm with a diverse team of tax, mortgage, investment and pension specialists with offices across the whole of the south of England and Wales. Ambitious and successful growth has seen the company achieve a high quality ofservice combined with an easy approach for their client base. They are continuing to grow and are excited to offer opportunities for the best people to join their team.Requirements Must Have:Relevant qualifications and/or experience in a Paraplanner role.Some people management / training experienceGreat communication skillsGood IT skillsA desire to continually learn and progress