This Job Vacancy has Expired!

Paraplanner

Posted on Jul 17, 2019 by CV-Library

Oxfordshire, United Kingdom
Accountancy
Immediate Start
£30k - £30k Annual
Full-Time
Role – Paraplanner

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

Reference: 210409320

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