Job Type: Permanent
Job Reference Number: BH1141

Job Description

My client is a highly successful and reputable professional services company based near Taunton. They have a strong history of providing a modern and effective service to clients and have experienced a period of growth and expansion.

We are seeking a Paraplanner to work full time basis. The salary offered is dependent on experience, but candidates will need to be Level 4 Dip qualified (or equivalent).

The Role

Key responsibilities will include:

  • Technical Research
  • Compilation of client reports
  • Liaising with product providers
  • Provide exceptional service to clients when consultants are unavailable
  • Management of client information requests
  • Provide technical assistance to the administration team
  • Assisting in client review process
  • Build trust and confidence across the Firm and communicating effectively to solve problems

The Candidate

The successful candidate must have;

  • Experience in a similar role
  • An ability to demonstrate practical awareness and up to knowledge of retail financial products
  • Analytical approach to solving tasks with a keen attention to detail
  • Organisation skills
  • Excellent time management
  • Can work well under pressure
  • Deliver effective communication across all levels
  • Computer literate

This is an exciting opportunity to join a fantastic professional services company with a great company culture.

Elite Staffing Solutions are acting as an Employment Agency on this vacancy.