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Brook Street Ltd
,
Taunton, Somerset
Paraplanner
Overview
Are you an experienced Paraplanner looking for your next role in the Taunton area? or maybe you are looking to join a well-known Accountancy practice to further your experience and career in the financial sector? Brook Street have an exciting role to join a wonderful Chartered Accountants with several offices spanning the South West. With a supportive environment and clear progression throughout, this has been voted one of the best places to work Monday - Friday 37.5 hours a week and Permanent. To be considered for this role as Paraplanner it is desired that you have worked in a similar environment and have a clear passion for the financial sector. Your role as Paraplanner will be to maintain and provide and excellent service to clients and support consultants. As a Paraplanner you will be based in the financial planning department and will be part of paraplanning team researching, preparing and writing a range of reports to given deadlines. Desirable Key aspects: - Dip PFS or equivalent; - Previous experience in a similar role; - Client Care and Service focused including excellent telephone manner; - Excellent communications skills including ability to contact clients and update personal information via telephone; - A sound knowledge of Investments, Pensions, IHT planning and Centralised Investment Propositions; - Previous experience of using intelligent office; - Experience of Cashflow modelling Software such as Voyant and Cashcalc; - Experience of using research tools such as FE Analytics, & Selectapension; - Knowledge of Trusts; - Excellent IT office skills including Word, Powerpoint and Excel, e-mail and internet; In return you will receive a competitive salary package If you are interested in this role as Paraplanner then please send your CV or APPLY NOW This job was originally posted as www.milkround.com/job/89947378