Summary:
Cathedral Appointments is looking to recruit a trainee Paraplanner to join a forward-thinking, highly respected Financial Services firm on a full-time, permanent basis. The purpose of your role will be to provide assistance to the firm’s Advisers in undertaking tasks such as researching, preparing reports and reviewing portfolios. You should be a trainee paraplanner, ideally with some experience in administration and working in a fast-paced environment.
Based in a beautiful location in central Exeter, you will be close to several local amenities, including fantastic eateries and boutiques.
What will you be doing?
- Preparing and maintaining client files through collating the relevant quantitative data required to compile financial services reports.
- Verifying that all paperwork and information is available to ensure that client files are compliant with the FCA’s rules and requirements.
- Undertaking research in order to identify suitable solutions to meet client’s needs and objectives.
- Implementing agreed investment strategies.
- Acting as the main point of contact for clients and dealing rapidly and swiftly with their queries.
Skills/Qualifications:
- You should be a trainee Paraplanner with sound knowledge of the Financial Services sector.
- You may have a background within administration and some experience of working within a fast-paced environment.
- Impeccable verbal and written Communication skills.
- Strong attention to detail with impeccable time management and prioritisation skills.
The Benefits:
- Competitive salary and a generous benefit package including a
- Parking permit
- Access to study support
Ref: 8231
Recruitment Consultant: Joanne Howell.