Paraplanner - Great Opportunity In Nottingham job in UK at North Oak Recruitment Ltd
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Paraplanner - Great opportunity in Nottingham

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Company: North Oak Recruitment Ltd

Location: Nottingham, East Midlands

Date Posted: Feb 13, 2012

Main duties will include but are not limited to: • Identify and obtain the information necessary to compile lifetime cashflow forecasts • Identify suitable solutions to meet the clients’ needs • Prepare financial planning reports • Act as main point of contact and deal effectively with technical queries • Organise future planning meetings with client You should be able to demonstrate an aptitude for problem solving using your technical knowledge to identify client solutions.
To be considered for this role you will possess at least 5 years’ experience in a financial services environment and have achieved Certificate in Financial Planning and be working towards the Diploma in Financial Planning...View full job description
From CV Library - 13 Feb 2012
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