We are looking for a Paraplanner with experience to work in our financial services office in Woodford Green, Essex.
Ideally we would like a candidate with at least 2 years Financial Services experience,
Salary:Circa. £25K DOE
Location: Woodford Green Essex
DUTIES:
Job Type: Full-time
Duties;
-Prepare the new client files, which will contain the basic fact find questionnaires and upload basic client information onto our database
-Submit Applications
-Prepare suitability reports
-Scanning Documents
- Administrative Duties
PERSON SPEC:
Maths and English GCSE A-C or equivalent,
Extensive knowledge of the Financial Services Industry
Degree level qualication
- Good Communication Skills - Verbal and Written
- Attention to Detail and the ability to develop your own ideas
- Exceptional organisational, planning and analytical abilities
- Computer Literate - Knowledge of Microsoft Word, Outlook and Excel
- Desire to develop industry knowledge and progress into other roles in the company
Start Date TBC.