Paraplanner
Bath
Competitive Depending on Experience

Paraplanner

Ref: 769| Posted: 19th Aug 2019

Paraplanner – Bath (Full Time, Permanent)

We are currently looking for an experienced Paraplanner to join a company based in Bath, Somerset.

As a Paraplanner you will be assisting the Financial Planner in formulating advice to their clients, providing any technical support and guidance where needed.

Skills needed as a Paraplanner:

  • Fully Diploma qualified
  • Previous experience of working in similar role
  • Good understanding of the Financial Planning process.
  • Strong interpersonal skills, both written and verbal communication.
  • Customer service skills – providing an excellent service to the adviser and client.
  • Excellent planning and organisational skills.
  • Ability to work effectively to deadlines.
  • Accuracy and attention to detail to balance demands of role

In return for your skills, you will receive a competitive salary depending on your experience and some great company benefits.

Just hit the apply button to forward over your CV for the Paraplanner role.

First 2 Recruit Ltd is an Employment Agency who provide permanent and fixed term contract services and an Employment Business who provide temporary services as defined under the Employment Agencies Act 1973.  First 2 Recruit Ltd will collect the personal details which job seekers provide to us for the purposes of providing job seekers with work-finding services. In providing this service to job seekers we may need to transfer their personal details to our client companies.

Please note we regret that due to the high volume of CV's received we cannot give individual feedback to candidates, if you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion.

First 2 Recruit Ltd is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.