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London, Commercial Consultants (UK) Ltd


£38,000 - £41,000


We are recruiting for a Paraplanner to join our clients growing team in London. The successful Paraplanner will be joining a team of financial planners and administrators.

The role of the successful Paraplanner will include the following:

  • Dealing with clients both over the telephone and in meetings
  • Dealing in all areas of financial advice, pensions investment and tax planning
  • Technical research & report writing
  • Assisting with periodic reviews
  • Ensuring all work complies with both regulatory and internal compliance procedures

In order to be successful, the Paraplanner will need to have:

  • Full Diploma or equivalent preferred, exam passes in taxation, trusts and pensions is essential
  • 3+ years paraplanning experience
  • A professional services background
  • Excellent verbal and written communication skills
  • A high attention to detail
  • Knowledge of Adviser office (Avelo) & Microsoft Office
  • O&M Profiler
  • Trustnet Cashflow planning software (preferably Voyant)

Commercial Consultants (UK) Ltd are acting as Employment Agency on behalf of our client. If you feel like the role of Paraplanner is an opportunity you would like to be considered for, then please apply or call 01332 868291 for an immediate interview.

This post first appeared on Accountancy Jobs | Exciting Accounting Job Opport, please read the originial post: here

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