Paraplanner
Posted 7 days ago by Smarter Recruitment Services
Negotiable
Undetermined
Undetermined
Newcastle, Staffordshire, UK
Summary: We are seeking a detail-oriented and motivated Paraplanner to join our financial services client's team. The ideal candidate will play a crucial role in supporting financial planners by preparing and maintaining comprehensive financial plans for clients. This position requires strong analytical skills, excellent communication abilities, and proficiency in various IT applications.
Key Responsibilities:
- Support financial planners by preparing and maintaining comprehensive financial plans for clients.
- Utilize strong analytical skills to assess client needs and develop appropriate financial strategies.
- Communicate effectively with clients and team members to ensure clarity and understanding of financial plans.
- Proficiently use various IT applications to manage financial data and documentation.
Key Skills:
- Strong analytical skills.
- Excellent communication abilities.
- Proficiency in various IT applications.
- Detail-oriented and motivated.
Salary (Rate): £45000 yearly
City: Newcastle
Country: UK
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Finance
Job Summary
We are seeking a detail-oriented and motivated Paraplanner to join our financial services clients team. The ideal candidate will play a crucial role in supporting financial planners by preparing and maintaining comprehensive financial plans for clients. This position requires strong analytical skills, excellent communication abilities, and proficiency in various IT applications to ensur click apply for full job details