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Paraplanner - AVON Job in Stratford-on-Avon
SUBMITTED DATE: 17/08/2010 REFERENCE NUMBER: FB3476KW
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Job Posted by: Hillman Saunders |
The Financial Planning arm of this Chartered Accountancy Practice are seeking an experienced Paraplanner to assist in the servicing of existing and new clients in relation to all aspects of financial planning. The company offers quality bespoke advice to high personal and corporate financial planning clients and as such you will work closely with a Consultant on a portfolio of clients and will undertake relevant technical research and report writing. You will also handle investment summaries and other client correspondence and will check new business applications to ensure accuracy and compliance before processing. You should be Diploma Qualified with at least 4 years Paraplanning experience with a good knowledge of Investment, Pensions & Tax Planning You should be part Diploma qualified and have previous experience of 1st software and
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
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