Financial Services Administrator/Paraplanner

6 days left

Recruiter
Cordant People
Location
Bridgend (Pen-y-bont ar Ogwr)
Posted
06 Jul 2018
Closes
26 Jul 2018
Sector
Accountancy
Cordant People are currently representing a fantastic financial management firm based in Bridgend. Our client are looking for qualified or part-qualified Administrators and Paraplanners. If you're looking for an opportunity to progress your career with a fantastic firm, apply today Our client have a really high staff retention rate and have a committed and loyal team of professionals. To be considered for this role, you must: Have excellent communication skills Have attention to detail Have knowledge of the financial services industry Have an understanding of Independent Financial Advisers Be confident in Microsoft Word & Excel Duties: Fact finding Prepare research ahead of client meetings Conduct necessary research on clients Data analysis Reporting Work alongside IFA's to ensure an excellent service is provided Other duties required by IFA's and Directors Cordant Group is an equal opportunities employer This job was originally posted as www.totaljobs.com/job/82239638

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