Paraplanner- London, Hertfordshire and Surrey
The Role: to support the Partner and Financial Planners when informing and advising clients on financial strategies, plans and products.
Key Requirements and Skills:
Thorough knowledge of product research and analytical toolsGood team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services clientsWillingness to continue to develop knowledge of products and related issues through formal and informal learning, both internally and externallyGood communication skills (written and verbal) that are effective and meet business needsAbility to prioritise and organise own workloadAbility to work under pressure and to deadlinesIT skills commensurate with computer packages used including...