Posted by Blakemore Recruitment • £40K/yr to £45K/yr
We are currently recruiting for a Financial Planning practice who are looking to recruit a Level 4 Diploma Qualified Paraplanner to join their team in their Aylesbury office.
The role will report to the Head of Paraplanning, and the key areas of the role are as follows:
This role would ideally suit someone in the public sector looking to make the next step up/into the private sector or an experienced planner with a limited career path currently.
A fantastic opportunity for someone to join a superb, highly-regarded company that's going places.
Working with various stakeholders across the organisation, you'll undertake detailed financial analysis of projects using internal systems (Planisware and SAP), ensuring that project plans achieve company financial targets.
A renowned aerospace / engineering organisation in Uxbridge, West London requires a Data Analyst with data warehousing skills, responsible for developing, maintaining and controlling the processes and systems required to record / report on project status updates.
The key technical skills required include: Power BI, Power Query, SQL Query and data modelling.
This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment.
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
Duties for this role after training
Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.