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Paraplanner
This job has expired, and cannot be applied for.
- Posted By: Adecco - Chichester
- Address:
- Contact: 01243 832640
- Date Posted: 29th Sep 2008
- Salary: £25,000 - £40,000
- Location: Chichester
- Reference Code:
- Views Since Posting: 63
- Full Description:
We have an exciting opportunity for an experienced and qualified Paraplanner to join our busy Chichester office.
The purpose of the role is to conduct research and prepare financial plans for consideration and sign off by consultants. To produce financial planning reports in accordance with agreed standards for quality and Treating Customers Fairly based upon client information obtained and recorded by Financial Planning Consultants.
Principal Accountabilities:
• To analyse and record client information, needs and objectives in order to prepare financial planning reports.
• To identify and discuss recommended courses of action with consultants
• To conduct product and provider research using approved sources
• To ensure sufficient information is recorded regarding client circumstances to provide suitable recommendations and arrange for a consultant to obtain this when required.
• To maintain accurate work in progress records
In return for this the right applicant will receive fantastic benefits that include Healthcare, Contributory Pension and a tailored remuneration package.
Please note: This position is based in Chichester, West Sussex, please only apply if you are willing and able to work in this location.
We regret that due to volume of response, we can only contact initial successful applicants.
Adecco is an equal opportunities employer
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