Client Account Manager Paraplanner job in Leicester City at Monster Job Warehouse

Client Account Manager / Paraplanner

Company: Monster (Job Warehouse)

Location: Leicester UK

Date Posted:Feb 28, 2014

CLIENT ACCOUNT MANAGER / PARAPLANNERLEICESTERSHIREUp to £27,000 + Annual Bonus (up to £5,000)Our client is a growing firm of Independent Financial Advisers that provides a holistic financial planning service to private and high net worth individuals. They have recently moved to plush new offices in Leicestershire with free parking on-site. As the business grows they want to continue providing a seamless service to their customers. This is why they are looking for a new Client Account Manager to join their team reporting into the lead IFA and Director of the firm. They are looking for someone who can show dedication and commitment to the Financial Services industry. Ideally, you will have attained some professional financial planning qualifications (CF1-CF5 / RO1-RO6 / FPC) with the ability to produce high-level suitability reports. Having previously worked for an IFA firm/ Financial Adviser, the ideal candidate will have administrative experience of processing new business for a range of Investments, Pensions, Protection and Retirement Planning business. In addition, you will be involved in all aspects of pre and post meeting preparation for the IFA. This will include producing accurate portfolio reports, fund analyses, completing new business recommendations and ensuring all compliance guidelines and regulations are adhered too. You will also attend the IFA's meeting with their client's. Therefore, good communication and interpersonal skills are essential. We are looking for someone who is very organised and able to work towards multiple deadlines. This is a team environment and you must be willing to provide cross-team support in order to achieve shared team goals. As an experienced Paraplanner you may already have used many of the related IT systems such as 1st Software, Avelo and specific WRAP Platforms. In addition to the basic salary there is an annual bonus and opportunities to develop your career with guidance and training. They will support those who wish to further their professional standing. Apply now, or view our website for similar vacancies. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at View full job description
JobCentre Plus 5 years ago
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Client Account Manager Paraplanner jobs in Leicester City

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