competitive + benefits
Nottingham - Full Time
My client is one of the largest law firm providers of independent financial advice in the East Midlands and their investment management team work with individuals to safeguard their financial future and their interests by helping them throughout their decision making processes.
An exciting opportunity has now arisen at their Nottingham office to work within their Paraplanning team; they are seeking an enthusiastic and motivated individual to join the team.
The role will involve
working closely with their IFAs to deliver compliant financial advice to
clients of the firm. This may involve conducting research, establishing client
requirements, writing recommendation reports and managing the review service. In
addition, the successful candidate will be willing to assist in all functions
of the department, which may include administration, preparation of paperwork,
customer queries and client facing tasks.
The successful candidate will have previous experience working as a Paraplanner in a professional environment and working towards level 4. Detailed knowledge of both corporate and private clients is required. You will be a team player, meticulous in your method of working and have excellent attention to detail and enjoy researching and analysing information. Exceptional customer service, telephone and interpersonal skills are also required along with IT proficiency.
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.