A reputable and well-known Financial Advisory business is now actively looking to hire a Trainee Paraplanner into their established team.
The business has a strong emphasis on a positive working culture, which is demonstrated by the longevity of many within the office.
Duties will include:
1. Deal effectively with queries from clients and other parties through effective communication, building relationships with clients, and being the point of contact via email and telephone.
2. Speak to clients throughout the year to take instructions for withdrawals and reply to their queries.
3. Maintain client records via Intelligent Office.
4. Maintain and issue meeting packs.
5. Undertake follow-up work from client meetings.
6. Liaise with product providers and other third parties to acquire additional information when required.
The successful candidate will ideally have recent and relevant experience within a Financial Advisory environment and be studying towards their Level 4 Diploma.
#J-18808-Ljbffr