My client, a top Accountancy firm in Newbury, are in the market to appoint a trainee Paraplanner. You will be involved with some of the below, but predominately you will be taking on the majority of the Suitability report writing to support an experienced and technical team.
You will also gain experience of Investment reviews and Cash Flow Forecasting, aswell as having an experienced Financial Planning professional on hand the majority of the time.
? General day to day administration ensuring all forms of post are dealt with accurately and efficiently.
? Assist with the completion and issue of Private Client reports and annual reviews.
? Undertake client valuations and prepare information in advance of client reviews.
? Liaising with Consultants and insurers for new business quotations.
? Processing of new business applications within service standards.
? Gaining and providing client information when requested.
? Task / Diary Management ? yours and that of client requests.
? Dealing with routine correspondence and annual review notifications.
? Processing of enquiries from clients in writing /on the telephone.
? Ensure compliance requirements are met and anti-money laundering procedures are followed.
? Liaising with administration and technical teams both internally and those of various providers.
? Manage action points from meetings / matters arising.
? Maintaining an awareness of service levels provided to the client and managing work load/costing in reflection of this.
? Ensure that client fact finds and data are recorded accurately.
? Following set procedures with regards to transfer enquiries and processing
Please visit www.idexconsulting.com for further opportunities.
If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies.
Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
Tue, 07 Oct 2014 15:05:07 GMT