Paraplanner / Administration Assistant
Finance
Enquire
Full Description
de Carteret Wealth Ltd is a locally owned firm of
Independent Financial Advisers with a rapidly growing client base so we have an urgent need for a
Paraplanner / Administration Assistant.
You will need to have a good
understanding of the Financial Planning process, and ideally, have previous
Paraplanner experience. If not, you will
definitely need to be an experienced financial administrator ideally with a
working knowledge of pensions, investments or protection, along with excellent
technical knowledge, awareness of current markets and industry regulations.
You should be able to work within defined
business processes and used to producing research analysis and recommendation
letters as well as confidence in attending client meetings.
Our ideal candidate should:
· have excellent inter‐personal and
communication skills, both written and verbal;
· have the ability to
prioritise, multi task and plan their own workload;
- be self motivated and
have the ability to work in a small team environment; and
· be enthusiastic and able
to add real value to the firm.
If you possess a relevant financial
services qualification, or would flourish with training, then we would love to
hear from you. We offer a competitive
salary linked to experience and qualifications, so if you think you could meet
our requirements, please send us your up to date CV or contact us for an informal discussion. Closing date 27 January 2018.
How to apply
To apply for this job please email helen@decarteretwealth.com.
For more information please visit www.decarteretwealth.com.
« Return to Adverts