Para Planner

Recruiter
Anonymous
Location
Taunton
Salary
Competitive
Posted
05 May 2017
Expires
12 May 2017
Sector
Accounting
Contract Type
Permanent
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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