Paraplanner - Financial Services - P/091/EW
Company: To be disclosed at interview
Location: Cardiff
Status: Full time
Salary: £17,000 to £24,000
Close Date:
Job Description:
The successful candidate will join a growing team and this role combines providing administrative and analytical support to the Financial Services Consultants.
Candidates must have previous experience in the role of a Paraplanner or Independent Financial Adviser.
Duties include: producing research analysis and recommendation letters in regards to Life, Mortgage, Pensions and Investment business. This will include producing client valuations, evaluating fund performance information, and preparing written and verbal reports for clients.
You will identify and develop sales opportunities in order to build long term profitable relationships.
The successful candidate should be self motivated and yet work well in a team environment. They must also be able to work independently, be enthusiastic, and be able to add real value to the department and to the firm.
Essential qualifications: Full FPC and CeMap qualification. Proven experience in a similar environment is essential. Mortgage sales experience is also desired. A working knowledge of 1st Software, Synaptics, Trigold, the Exchange and Microsoft Office would put candidates at an advantage.
Contact Information:
Job Code: P/091/EW
E-mail: emma.whittaker@rswltd.co.uk
Website: http://www.rswltd.co.uk
|
|
|
|
