Paraplanner

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Full time
Location: Cheltenham
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Job offered by: Heat Recruitment
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Category:
Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements Obtaining and analysing technical information from providers Conducting technical research and interpreting the results Creating accurate cash flow planning analysis in line with client objectives Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary Processing new business and monitor through to completion

Requirements Prior experience as a Paraplanner Excellent technical knowledge across a wide range of areas Exceptional organisational skills and able to work well under pressure Excellent communication skills, both written and verbally 25 days holiday + bank holidays Well being program available Further study support Discretionary performance linked quarterly bonus

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