Job Ref: 213147702

Date: 2021-02-08 12:41:18

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Role – Paraplanner X 2
Salary – £35,000 – £45,000 per annum
Location – West Wycombe, Buckinghamshire 
 
Benefits – Company pension, death in service life cover and lifestyle benefit scheme 

Do you have at least 3 years’ experience working as a Paraplanner? Do you have excellent communications skills?
 
Atlas employment are proud to be working with a client based near West Wycombe, Buckinghamshire who are looking for a Paraplanner to join their growing team. This is an excellent opportunity for someone who has at least 3 years Paraplanner experience and Diplomas at Level 4 qualified (or similar). If you are looking to join a forward-thinking organisation and develop your career, submit your CV now!
 
What will you be doing as a Paraplanner? 

·       Receiving instructions during debriefings and interpreting data obtained by advisers 
·       Analysing data and using research tools to provide solutions to meet client needs
·       Working in line with compliance procedures
·       Consolidation of client needs and objectives, making recommendations and advising on course of action 
·       Preparing existing client files and ensuring they are compliant 
·       Carrying out all business-related administrative duties
·       Providing records to support research undertaken

You should apply for the role of Paraplanner if you have… 

·       3 years experience within Paraplanning 
·       At least level 4 diploma qualified and A level education or higher 
·       Working knowledge of the financial services industry 
·       IT literate, proficient using Microsoft Word, PowerPoint and Excel
·       Working knowledge of analytical tools and numerical aptitude
·       A team player who enjoys a collaborative environment
·       Exceptional communication skills, both written and verbal 
·       Ability to remain calm under pressure 

Easy transport routes from; Loudwater, Beaconsfield, Flackwell Heath, Christmas Common, Ibstone, Kingston Blount and Chinnor 

Job Type – Permanent 
Status – Full-Time
Ref.No – JH25

If you think you may be a suitable candidate for the Paraplanning role, please contact Jeremy Hughes at Atlas Employment
 
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job

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