Experienced Paraplanner

Carlisle, Cumbria

Job id:
329667374
Published:
31-05-2017
Expires:
30-06-2017
Job type:
Full-time
Job sector:
Finance & Accounting
Job id:
329667374
Published:
31-05-2017
Job type:
Full-time
Expires:
30-06-2017

Experienced Paraplanner
 
You will be expected to act as the all important interface between the Financial Adviser and our clients. You should have the ability to produce high quality suitability reports, financial analysis and comparisons as well as constructing and maintaining compliance flies to the highest standards.
 
The successful candidate will:
  • Have previous experience of, and enjoy working in, a busy regulated financial services organisation.
  • Have strong computer skills and be able to conduct research to find appropriate client solutions.
  • Be attentive to the needs of our clients and have excellent listening, verbal and written communication skills. A keen eye for attention to detail is also required.
  • Posses strong organisational skills, be able to prioritise tasks and be self motivated.
 
Ideally, the candidate will be qualified to Level 3 Certificate in Financial Services and working towards a Level 4 Diploma status in Financial Planning. Full examination Support will be offered to any candidate currently working towards a timetable for achieving this qualification.
 
To apply for this job or for further information, please click on the apply button down below.

The closing date for completed application forms is Friday 30 June 2017.

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