PSM RECRUITMENT is looking for employees for positions:
paraplanner
Language
english
Responsibility
preparing and maintaining client files including discussing clients’ objectives with the adviser
preparing recommendations, including undertaking research, providing comparisons for analysis and drafting reports for the adviser
implementing recommendations including packaging reports and making changes to investments as instructed
assisting with completion of application forms, submitting applications and tracking and reporting progress
ensuring compliance and any regulatory documentation is up to date and ensuring all financial plans and recommendations are inline with relevant regulations and compliance
act as point of contact with clients and third parties, organising future client planning meetings, preparing and sending meeting valuation packs to clients
Requirements
salary from £30,000 - £40,000 p.a dependent on experience
salary increasing with experience & qualifications
funded training, exam costs and development support
A flexible and supportive family business environment
discretionary Bonus
NEST pension
and above all the opportunity to progress and develop
legal secretary
Requirements
IT: 1 year
typing: 1 year
audio typing: 1 year
Responsibility
work as part of a team with other secretarial colleagues, assisting with secretarial and telephone cover when required
access and input data on to the firm’s client case management system