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Job Title : Paraplanner
Location : Market Harborough
Category : Accounting and Finance
Salary : £25000 - £35000 (p.a)
Job Type : Permanent
Ref No.76/8898

Paraplanner
Permanent
Market Harborough
£25,000 - £35,000 pa

We are currently recruiting on behalf of a Market Harborough based company who are seeking an experienced Paraplanner to join their friendly team on a permanent basis.

Main duties and responsibilities include:
• Provide extensive administrative and technical support to the Managing Director, Office Manager and Administrators.
• Preparation of accurate reports on a wide range of subjects to include recommendations for Investments, Pensions, IHT Planning and Protection.
• Produce when required, tax and other complex calculations
• Use various back office systems and platforms
• Prepare Illustrations and gathering data for client reports.
• Prepare portfolio valuations for clients as part of the Advisers ongoing review process.
• Research, due diligence and reviewing, where necessary, new, and existing legislation and technical/product information to aid in the role that is performed

You will be the go to person for technical enquiries and provide support to existing members of the Administration Team.

The ideal candidate will have the following skills and qualities:
• Level 4 Diploma Qualified (or very close to attaining it)
• Have previous paraplanning experience
• Have the ability to interact effectively with clients, staff and 3rd parties
• Excellent attention to detail
• Strong communication skills – verbal & written

You will ideally be looking for a long term career, there is fantastic support and opportunity to help you progress further with your exams and qualifications.

Benefits include:
• 25 days annual leave (plus bank holidays) total 33 days annual leave
• Pension
• Car parking
• Financial assistance with exams/qualifications

Interested? Please apply now or call 01536 408 111 and ask for Rachel Harvey.

Please note if you do not hear from us within the next 7 days you have not been successful on this occasion and unless otherwise advised, Travail will keep your details on file and contact you with future relevant opportunities.

  Apply Now
Corby
68 George Street
Corby
Northamptonshire
NN17 1QE

Email : travailcorby@teg77.com
Telephone : 01536 408111
 
Travail Employment Group Ltd, 24 Southgate Street, Gloucester, GL1 2DP