London Jobs |
Manchester Jobs |
Liverpool Jobs |
Nottingham Jobs |
Birmingham Jobs |
Cambridge Jobs |
Glasgow Jobs |
Bristol Jobs |
Wales Jobs |
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 |
Job Location | Taunton |
Education | Not Mentioned |
Salary | 30,000 - 35,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
We are delighted to be working with this key employer in the locality, who provide high-quality advice to over 5000 local and national businesses and individuals. Their values motivate their people to help businesses and individuals achieve their objectives.This is an outstanding business that provides development opportunities and encourages career progression.They have won an award in 2021 for being an "Outstanding Place to Work" in the South West.Job RoleAs a Paraplanner, you would be responsible for carrying out a lot of the background work required for their clients who are looking for support with their financial planning. Their Paraplanning team research, prepare and write a wide range of reports, providingsupport for their Consultants, and ensuring their clients receive the best service.Essential Skills and Attributes Required Previous experience in a similar role Dip PFS or equivalent Strong communication skills and a focus on client care A sound knowledge of investments, pensions, IHT planning and centralised investment propositionsDesirable Skills and Attributes Previous experience of using Intelligent Office, and cashflow modelling software such as Voyant and Cashcalc Experience of using research tools such as FE Analytics, & Selectapension Knowledge of Trusts Excellent IT office skills including Word, Powerpoint and Excel, e-mail
Keyskills :
Financial PlanningInvestmentParaplanningPensions