understanding service trust words that guarantee results in recruitment paraplanner bath salary up to a financial services company based in prestigious offices in bath recruiting a team of professionals to lead the way in the future development of the business the ideal candidate for this role will be degree educated and will have previous experience gained within a firm of independent financial advisorswealth managers and cert pfs time to plan a new career the roleto provide vital support to financial planners which involves researching products and different types of funds act as the technical interface between the consultants and the clients must have knowledge of investment platforms ideally ascentric and investment platforms crm databases intellifo and good computer skills on microsoft office suite word excel access and power point will gather client information and prepare reports you will have telephone contact with clients and sit in on client meetings will have good computer skills on microsoft office suite word excel access and power point will have strong business acumen with a positive approach benefitsan exciting opportunity to join a financial services company with a major expansion program where you can accelerate and develop your career where rewards will be high beautiful prestigious offices in central reading close to shops and all amenities 22 days holiday per annum pension scheme and may other exciting benefits within this rapidly expanding company please email your cv to url removed