Describe to the employer what experience you have and get interesting career offers! Let other users advise you on your choice.
ACCELERATE TEAM is looking for employees for positions:
paraplanner
paraplanner
Responsibility
administrative Support: Provide comprehensive administrative support to the paraplanning team, including document management, data entry, and client communications
trainee Paraplanning: Assist in the preparation of financial reports, research, and analysis under the guidance of experienced paraplanners
client Liaison: Maintain regular communication with clients to ensure smooth service delivery and address any queries promptly
compliance Support: Assist in ensuring all processes adhere to regulatory requirements and company policies
continuous Learning: Engage in ongoing professional development, including studying for R0 exams and attending training sessions
Requirements
financial Services Experience: Previous experience in the financial services industry is essential
communication Skills: Excellent written and verbal communication skills with a keen eye for detail
organisational Skills: Ability to manage multiple tasks effectively and efficiently