The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business.
Reports To: Paraplanner and Financial Planner
Key Requirements and Skills:
Good 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 detailed understanding and use of Enable (our CRM tool)Accuracy of work and attent...