MenuPost an ad
All results < Back to results
Postcode
Company name NRG RESOURCING LTD
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 25000 - £35000/annum £25k-£35k D
Description

Our Client is a wealth management firm who provide holistic wealth management services to private clients. Their services include personalised investment portfolio management and holistic financial planning. They are looking for a paraplanner to work closely with their of financial planning consultants in their Southampton office. The role as a Paraplanner will provide extensive technical support to the Financial Consultants combined with maintaining and developing relationships with private clients. Key responsibilities include: deliver financial plans for clients, work closely with the admin team, mange client workflows, prepare and complete reports and undertake product-based research. They are looking for a self-starter, able to work under own initiative with a proactive and flexible attitude to workflows. Educated to diploma Level 4 qualification, experience of working in a similar role in Financial Services as the work has complexity and will suit somebody who has seen a wide range of cases, technically strong, able to use technical financial planning tools and modelling software

Beware of scammers.
Click here to read more.

Contact the advertiser

Don't forget to mention Vivastreet when you get in touch!

Anything wrong with this ad?

Let us know what the problem is, we will review it accordingly.

Report This Ad

Contact the advertiser

Don't forget to mention Vivastreet when you get in touch!

Anything wrong with this ad?

Let us know what the problem is, we will review it accordingly.

Report This Ad