Paraplanner / Administrator
  £20K - £35K (depending on experience/qualifications)
  Maidstone, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


We are currently recruiting for a full time Paraplanner / Administrator to work in a successful Financial Consultants office in Maidstone.

The candidate must possess an excellent telephone manor and be competent in Microsoft packages/typing.

You should also be able to demonstrate a high level of initiative and strong administrative skills.

The successful applicant will ideally be an experienced Paraplanner / Administrator already working in Pension/Investment/Protection environment

The role requires:
The preparation of Client review packs
Gaining and calculating valuations on investment portfolios, pensions or other holdings and preparing fact find reports based on information gained.
Undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile.
Preparation of suitability reports.


Excellent package available for the successful candidate

Relevant experience is essential, please do not apply if you do not have the requirements specified for the role.

Please email your C.V for the attention of : B Wardale via the apply online button:


Advertiser: Direct Employer

Reference:

Posted on: 2020-03-09 15:53:17

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Paraplanner / Administrator
  £20K - £35K (depending on experience/qualifications)
  Maidstone, Kent
  permanent,full-time

This Job Has Expired! This advert has now been deleted by the advertiser, the details below are for information only.


We are currently recruiting for a full time Paraplanner / Administrator to work in a successful Financial Consultants office in Maidstone.

The candidate must possess an excellent telephone manor and be competent in Microsoft packages/typing.

You should also be able to demonstrate a high level of initiative and strong administrative skills.

The successful applicant will ideally be an experienced Paraplanner / Administrator already working in Pension/Investment/Protection environment

The role requires:
The preparation of Client review packs
Gaining and calculating valuations on investment portfolios, pensions or other holdings and preparing fact find reports based on information gained.
Undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile.
Preparation of suitability reports.


Excellent package available for the successful candidate

Relevant experience is essential, please do not apply if you do not have the requirements specified for the role.

Please email your C.V for the attention of : B Wardale via the apply online button:


Advertiser: Direct Employer

Reference:

Posted on: 2020-03-09 15:53:17

I want to receive the latest job alerts for:

jobs in Maidstone, Kent

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Similar Jobs:

Paraplanner

  New Appointments Group

  Up to £40000 per annum

  Canterbury, Kent

Part time Import/Export Administrator

  KHR - Recruitment Specialists

  Up to £11.44 per hour + + Benefits

  Maidstone, Kent

Part Time Registrations Coordinator

  Premier Work Support

  £23000 - £24000 per annum + Pro Rata

  Sevenoaks, Kent

E Commerce Administrator

  New Appointments Group

  Negotiable

  Folkestone, Kent

E Commerce Administrator

  Recruitment Solutions Folkestone Ltd

  Attractive Sal & Bens Package

  Folkestone, Kent

Part Time Finance Assistant

  Hays Specialist Recruitment Ltd

  £26000.0 - £28000.0 per annum + £28,000 FTE

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