Vacancy Details

Back to search results

Paraplanner/ Client Services Coordinator

Branch:Yeovil
Location:Somerset, England
Contract:Permanent
Salary:£Competitive DOE
Benefits:None
Start Date:ASAP
Job Ref: YO16266
Posted: 04/01/2019
Job Description

We are currently recruiting on behalf of an award winning accountancy firm within the South West. We are assisting them to recruit a Paraplanner/ Client Services Team Coordinator to join their offices in Taunton/Weston Super Mare. This position would suit someone who is seeking to develop within their financial career to become a consultant.

You will be responsible for the following:


  • Prepare monthly review requirements
  • Data entry on to the client based system
  • Arrange appointments and review meetings
  • Liaising with clients and Consultants
  • Control over client lists and annual reviews
  • Report writing for Consultants

Skill and experience you will have:


  • Previous experience within a similar position
  • Knowledge of Investments and Pensions
  • IT literate
  • Experience in using research tools such as FE Analytics, Synaptics and Selectapension  wouldf be advantageous
  • Exceptional organisational and communication skills

In return you will receive a competitive salary and exclusive benefits. If you are interested then please apply today!