Job Location : Aynho, UK
A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Analyst skills but will consider a skilled Paraplanner/analyst near to having Diploma in paraplanning. At some stage when joined & local to the Oxford Role, a possibility of 3 remote days. The Role is to provide full Paraplanning Analyst support to the IFAs, taking responsibility & ownership of all they require your support with.
This role requires a Paraplanner to do occasional client visits with the IFA's
In addition - Each Team Member has ownership of a variety of tasks which they assume day to day responsibility for. It is vital for the skilled Paraplanner/Analyst to maintain a working knowledge of the tasks outside of their own workload; this ensures service delivery levels are maintained in the event of absence or general unavailability.
You will be responsible for the training & development of the Financial Services Administrator assigned to you also, ensuring that all areas of the role are trained to a high level. In addition to this, you may be required to provide training to other administrators as part of this role.
The business environment & varying needs of their company clients requires the ability to deliver in short timescales & respond positively to changes in work priorities, methods & demands.
Within the role you must ensure you are working efficiently and effectively whilst utilising all resources available to you within your role.
KEY ACCOUNTABILITY AND RESPONSIBILITIES FOR SUCCESSFUL CANDIDATE:-
Essential Knowledge and Experience :-
IF A SKILLED PARAPLANNER ANALYST WITHIN PLEASE APPLY FOR THIS GREAT ROLE.
Salary : -
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