Posted on Jul 17, 2019 by CV-Library
Salary – £30,000 per annum
Location –Thame, Oxfordshire
Benefits – Great working environment, study support packages and free lunch!
Are you anew opportunity to become a Paraplanner?
Atlas Employment is pleased to be working with a well-established and passionate client based in Thame, Oxfordshire. The successful candidate will be a well organised, methodical and industrious individual, providing senior administrative support to thefirm.
What will you be doing as a Paraplanner?
Being the first point of contact for clients and responding to enquiries
Carrying out research and analysis to meet client needs, then preparing and compiling
Completing implementation meetings with clients
Preparing client financial plans, suitability reports & wealth management plans
Promoting the profile of the company
Calculating the losses/gains from trading transactions
Ensuring all regulatory and compliance standards are met
Ensuring the client meeting report is fully completed
Assisting with client presentations and company seminars
You should apply for the role of Paraplannerif you have…
Previous experience in financial sales or customer service
Impressive organisational skills
The ability to respond calmly and appropriately in difficult and sometimes strenuous situations
Good standard of literacy, numeracy and knowledge of analytical tools
Clear written and verbal communication skills
A friendly, pro-active and positive approach to work
An outgoing and aspirational personality
Easy transport routes from; Long Crendon, Chinnor, Aylesbury, Oxford, Princes Risborough, Stadhampton, Wheatley
Job Type – Permanent
Status – Full-Time
Ref.No – PN39
If you think you may be a suitable candidate for the Paraplanner role, please contact Phoebe Nugent at Atlas Employment
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job
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