Paraplanner

Recruiter
Cordant People
Location
Cardiff (Caerdydd)
Salary
£18000 - £20000 per annum
Posted
09 Aug 2017
Expires
16 Aug 2017
Sector
Accounting
Paraplanner Cardiff £18,000- £20,000 Cordant People Cardiff are looking to recruit a Paraplanner to join a successful solicitors in Cardiff. An opportunity has arisen within the team for a Paraplanner; the successful candidate will join a well-established and thriving team providing administrative and technical support to the Head of Department. Duties will include: Producing quality client friendly reports which outline recommendations and why they are suitable. Building good relationships with key stakeholders. Implement and manage service standards within the team so that the IFA's can manage their client's expectations. Having a thorough understanding of the sales process, suitability letter requirements, internal pre-approval process and the regulatory requirements imposed by the FCA and SRA, and ensure these are reflected in your work. Conducting research to facilitate advice opportunities. Analysing complex financial information, undertaking calculations and producing strategy reports. Provide timely and useful MI to various areas of the business. The successful candidate should be self-motivated and yet work well in a team environment. They will also be adaptable and be looking to progress in a dynamic and rapidly growing business. Knowledge of various advisor research tools and use of True Potential would be advantageous.The ideal candidate will hold or will be studying towards a relevant Diploma level of qualification. Interested? Then we'd love to hear from you? Please upload your CV as a word document to be considered for the role. CP4 Cordant is acting as an Employment Agency in relation to this vacancy. This job was originally posted as www.totaljobs.com/job/75265855