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Раздел: Финансы Вакансия №47 |
| Должность:PA*Paraplanner
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Зарплата договорная |
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| Требования и условия |
| Возраст: |
не имеет значения
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| Пол: |
Не имеет значения
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| Образование: |
нет
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| График работы: |
не имеет значения
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| Место работы: |
Винница
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| Текст объявления: |
PURPOSE: The purpose of the role is to provide first class technical and personal support to the Financial Planning Partner.
RESPONSIBILITIES
- Booking appointments, arranging meetings
- Dealing with calls in absence of the Financial Planning Partner
- Client contact
- Attending meetings, note taking
- Co-ordinating casework*obtaining quotations
- Research of products and funds (use of synaptics). Establishment of panels
- Preparing reports*reason why letters
- Ensuring scheduling of review meetings
- Preparing for review meetings
- Ensuring documentation is fully prepared pre and post advice
- Liaising on technical issues internally*externally
- Liaising with other departments on client information (inc. feedback)
- Dealing with post for Partner
- Keeping up to date on legislative and regulatory issues
COMMUNICATION
- To communicate the firm`s objectives both externally and internally in a positive and motivational manner.
- To ensure Partners*Corporate Senior Managers are fully briefed well in advance of key meetings and presentations.
SELF MANAGEMENT
- To take an active role in own personal development
- To manage personal time and working practices to maximise profitability and protect the good reputation of the firm.
- To maintain the highest standards of personal organisation.
PERSON SPECIFICATION
- Financial Services experience, preferably gained within an IFA practice
- Good technical knowledge of all Life & Pensions products, ideally with previous Paraplanner experience
- Progression with FPC if not already attained
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| Контактная информация |
| Работодатель: |
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| Email: |
618@revolution.in.ua
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| Телефон: |
0161 834 7334
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Дата публикации: 2010-06-03 13:35:22
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