Investment Review Paraplanner
- Recruiter
- RE People
- Location
- Cheltenham
- Posted
- 15 May 2018
- Closes
- 30 Aug 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Investment Review Paraplanner
Cheltenham, Gloucestershire
£26k-£31k
The Role
To provide full review process support to the Financial Planning Department.
• Provide annual/half-yearly reviews for all active clients. This includes reviewing the individual funds held and potentially revisiting the wrapper structures. Any supporting paperwork and/or keying of data will also need to be completed.
• Review any relevant ad-hoc fund changes affecting clients and make recommendations accordingly
• Process fund switches recommended by the other member of the review team, checking all paperwork to ensure it matches the recommendations
• Contribute to the production of the Fund Booklet (produced on a quarterly basis)
• Quarterly updating of management data spreadsheets
• Meet with investment houses on an ad-hoc basis to ensure the team has up to date information on fund changes and launches
• Complete ad-hoc projects, as and when required by the team
• In addition, as part of a small team, you will be required to help cover phone calls, make consultant appointments and generally support other members of the team to ensure an efficient and effective working environment is maintained
Key Skills and Qualifications
• At least three years Financial Services Experience is essential
• Working towards CFP qualification is desirable
• Good working knowledge of Microsoft Word and Microsoft Excel
• Accuracy, a methodical approach and a keen eye for detail. These skills are critical to the role and cannot be stressed enough
• Compliance knowledge
• Enthusiastic and positive attitude and ability to use own initiative
• A willingness to take on extra responsibility and tasks
• High degree of flexibility – able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to deadline
• Good typing skills
• Personal Effectiveness (i.e. influence, managing change, resilience, initiative, adaptability, energy, integrity, analysing and solving problems, team work, communication – written and oral)
• As part of a small team, a ‘team approach’ is essential. Appreciation of each team member’s role and input is important
Great benefits for everyone including:
• Flexi time and the option to purchase additional holiday
• Matched pension contribution
• Life assurance
• Referral bonus scheme
• Training programmes over and above professional qualifications
• Discounted gym memberships, lifestyle benefits plus health and wellbeing events
• Overnight and travel allowances
• Organised social events both part and fully funded
If this role sounds of interest to you, apply today to Chloe @ RE Resource Group today
RE acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
RE Recruitment would like to thank you for applying for the above role. We do try to come back to all applications however if you haven’t heard from a consultant within 5 working days, this unfortunately means that you have been unsuccessful
Cheltenham, Gloucestershire
£26k-£31k
The Role
To provide full review process support to the Financial Planning Department.
• Provide annual/half-yearly reviews for all active clients. This includes reviewing the individual funds held and potentially revisiting the wrapper structures. Any supporting paperwork and/or keying of data will also need to be completed.
• Review any relevant ad-hoc fund changes affecting clients and make recommendations accordingly
• Process fund switches recommended by the other member of the review team, checking all paperwork to ensure it matches the recommendations
• Contribute to the production of the Fund Booklet (produced on a quarterly basis)
• Quarterly updating of management data spreadsheets
• Meet with investment houses on an ad-hoc basis to ensure the team has up to date information on fund changes and launches
• Complete ad-hoc projects, as and when required by the team
• In addition, as part of a small team, you will be required to help cover phone calls, make consultant appointments and generally support other members of the team to ensure an efficient and effective working environment is maintained
Key Skills and Qualifications
• At least three years Financial Services Experience is essential
• Working towards CFP qualification is desirable
• Good working knowledge of Microsoft Word and Microsoft Excel
• Accuracy, a methodical approach and a keen eye for detail. These skills are critical to the role and cannot be stressed enough
• Compliance knowledge
• Enthusiastic and positive attitude and ability to use own initiative
• A willingness to take on extra responsibility and tasks
• High degree of flexibility – able to manage numerous tasks simultaneously whilst remaining focused so projects are completed to deadline
• Good typing skills
• Personal Effectiveness (i.e. influence, managing change, resilience, initiative, adaptability, energy, integrity, analysing and solving problems, team work, communication – written and oral)
• As part of a small team, a ‘team approach’ is essential. Appreciation of each team member’s role and input is important
Great benefits for everyone including:
• Flexi time and the option to purchase additional holiday
• Matched pension contribution
• Life assurance
• Referral bonus scheme
• Training programmes over and above professional qualifications
• Discounted gym memberships, lifestyle benefits plus health and wellbeing events
• Overnight and travel allowances
• Organised social events both part and fully funded
If this role sounds of interest to you, apply today to Chloe @ RE Resource Group today
RE acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
RE Recruitment would like to thank you for applying for the above role. We do try to come back to all applications however if you haven’t heard from a consultant within 5 working days, this unfortunately means that you have been unsuccessful