Reference: 02352 Job Type: Permanent Date Posted: 11 August 2016
Job Type: Permanent
Date Posted: 11 August 2016
Our client based in Farnborough is seeking a Paraplanner to join the existing team on a permanent basis. Key duties will include, but will not be limited to: • Reviewing private client fact finds/client meeting notes against defined compliance guidelines • Liaising with the sales support team • Coordinating the recommendation reports • Liaising with consultants on regular basis To be suitable for this role you will ideally have the following skills: • Previous paraplanning experience • Experience of working within a IFA environment • Knowledge of financial planning, pensions, investments, life assurance, mortgages • Financial planning certificate (FPC) • You will have excellent communication and interpersonal skills • Be well organised • A team player • Strong analytical skills • Strong Microsoft Office skills In return my client are offering a competitive salary and benefits package. The location of the office is commutable by both car and public transport from locations including Guildford, Farnham, Camberley, Fleet, Aldershot and Woking and surrounding towns. Please apply via this website to be considered for this role. Due to time constraints, only successful applicants will be contacted for this specific vacancy. Park Street People Ltd is an Equal Opportunities Employer. We do not discriminate on the grounds of age, race, gender, disability, creed or sexual orientation and comply with all relevant UK legislation. We are acting as an Employment Agency in relation to this role.
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