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  • Location:

    Taunton, Somerset

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:


  • Contact email:

  • Job ref:


  • Published:

    11 months ago

  • Expiry date:


  • Startdate:


Job Description

Are you an experienced Paraplanner looking for your next role in the Taunton area?

Brook Street have an exciting role to join a wonderful Chartered Accountants with several offices spanning the South West. With a supportive environment and clear progression through, this has been voted one of the best places to work!

Monday - Friday 37.5 hours a week and Permanent.

To be considered for this role as Paraplanner it is desired that you have worked in a similar environment and have a clear passion for the financial sector. Your role as Paraplanner will be to maintain and provide and excellent service to clients and support consultants. As Paraplanner you will be based in the financial planning department and will be part of paraplanning team researching, preparing and writing a range of reports to given deadlines.

Key aspects that you will have as a Paraplanner:

" Dip PFS or equivalent;
" Previous experience in a similar role;
" Client Care and Service focused including excellent telephone manner;
" Excellent communications skills including ability to contact clients and update personal information via telephone;
" A sound knowledge of Investments, Pensions, IHT planning and Centralised Investment Propositions;
" Previous experience of using intelligent office;
" Experience of Cashflow modelling Software such as Voyant and Cashcalc;
" Experience of using research tools such as FE Analytics, & Selectapension;
" Knowledge of Trusts;
" Excellent IT office skills including Word, Powerpoint and Excel, e-mail and internet;

In return you will receive a competitive salary package!

If you are interested in this role as Paraplanner then please send your CV or APPLY NOW!


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