This is an excellent and rare opportunity to join a company who pride themselves on offering a first-class service to their clients and their staff too!
Our client is a highly respected, privately owned firm of Chartered Financial Planners who provide market-leading wealth solutions. They currently have a vacancy for a Paraplanner to join their growing team based in Gloucester.
The successful candidate will support the financial advisors and provide research and analysis of existing products, polices and funds. This is a great opportunity to work within a friendly and progressive team.
Responsibilities:
- Preparing information / comparisons for analysis / cash flow modelling
- Review / analyse investment portfolio / asset allocation / risk profile
- Prepare necessary paperwork for client meetings and presentation
- Ensure all data concerning the clients Financial Portfolio is complete, accurate and up to date
- Act as a point of contact and effectively deal with enquiries to establish strong client relationships
Candidate Attributes:
- Proven experience as Paraplanner
- Excellent administration capabilities
- Written and verbal communication skills
- Ability to meet deadlines and work within restricted timescales
- Strong IT skills, specifically in MS Office - Word, Excel and Outlook
Hours; Monday to Friday 8.30am to 5pm
Salary: Negotiable+ free onsite parking + benefits