Para Planner

05 May 2017
12 May 2017
Contract Type
Our client based in the Taunton area is currently recruiting for a Para Planner to join the team!

The purpose of the role is to assist in the provision of financial plans and advice to clients within industry standards.

Role Responsibilities:

• To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Financial Planner in providing effective advice.

• To ensure correct compilation and completion of all new applications and/or schemes in accordance with industry standards by effective communication, workflow management and record-keeping/ database management.

• To record/ maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date.

• Draft financial planning reports in order to meet and/or exceed agreed activity targets.

• To file and/or store records and files in accordance with internal standards so they can be accessed and/ or retrieved in an efficient manner.

• To understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks.

• To develop/ maintain report writing and communication skills to enable effective communications with the client.

• To undertake work of a project based nature when required to do so.

Working Hours - 9am-5:30pm Mon-Fri

Salary - Dependent on skills, qualifications and experience

We are acting as a recruitment agency in relation to this vacancy

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