Accountancy
114
Agriculture, Fishing
1
Finance, Insurance
78
Call Centres
1
Catering & Hospitality
108
Construction, Property
109
Customer services
50
Defence/Armed Forces
64
Education
0
Electronics
67
Engineering, Manufacturing 68
Graduate, Trainees
58
Healthcare & Nursing
81
Human resources
66
IT & Internet
67
Legal
63
Management consultancy 70
Marketing, Advertising, PR 74
Media, Creative
0
Non-profit, Charities
0
Public sector & Services
0
Recruitment sales
69
Retail, Wholesale
53
Restaurant & Food Service 12
Sales
67
Science
6
Secretarial, Administration 0
Security
0
Senior appointments
6
Telecommunications
0
Transport, Logistics
0
Travel, Leisure, Tourism
0
Other
64
| |
Accountancy
0
Agriculture, Fishing
0
Finance, Insurance
0
Call Centres
0
Catering & Hospitality
0
Construction, Property
0
Customer services
0
Defence/Armed Forces
0
Education
0
Electronics
0
Engineering, Manufacturing 0
Graduate, Trainees
0
Healthcare & Nursing
0
Human resources
0
IT & Internet
0
Legal
0
Management consultancy 0
Marketing, Advertising, PR 0
Media, Creative
0
Non-profit, Charities
0
Public sector & Services
0
Recruitment sales
0
Retail, Wholesale
0
Restaurant & Food Service 0
Sales
0
Science
0
Secretarial, Administration 0
Security
0
Senior appointments
0
Telecommunications
0
Transport, Logistics
0
Travel, Leisure, Tourism
0
Other
0
| |
|
|
Section: Finance, Insurance Vacancy 70 |
| Post:PA*Paraplanner
|
Salary contractual |
| |
| Requirements and conditions |
| Age: |
Has no value
|
| Gender |
Has no value
|
| Education: |
no
|
| Work schedule: |
Has no value
|
| Work place: |
Coventry
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| The announcement text: |
PURPOSE: The purpose of the role is to provide first class technical and personal support to the Financial Planning Partner.
RESPONSIBILITIES
- Booking appointments, arranging meetings
- Dealing with calls in absence of the Financial Planning Partner
- Client contact
- Attending meetings, note taking
- Co-ordinating casework*obtaining quotations
- Research of products and funds (use of synaptics). Establishment of panels
- Preparing reports*reason why letters
- Ensuring scheduling of review meetings
- Preparing for review meetings
- Ensuring documentation is fully prepared pre and post advice
- Liaising on technical issues internally*externally
- Liaising with other departments on client information (inc. feedback)
- Dealing with post for Partner
- Keeping up to date on legislative and regulatory issues
COMMUNICATION
- To communicate the firm`s objectives both externally and internally in a positive and motivational manner.
- To ensure Partners*Corporate Senior Managers are fully briefed well in advance of key meetings and presentations.
SELF MANAGEMENT
- To take an active role in own personal development
- To manage personal time and working practices to maximise profitability and protect the good reputation of the firm.
- To maintain the highest standards of personal organisation.
PERSON SPECIFICATION
- Financial Services experience, preferably gained within an IFA practice
- Good technical knowledge of all Life & Pensions products, ideally with previous Paraplanner experience
- Progression with FPC if not already attained
|
| Contact information |
| Employer: |
|
| Email: |
927@leicestercareer.informnow.com
|
| Phone: |
0161 834 7334
|
|
| |
Publication date: 2009-03-31 03:42:32
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