Our Financial Services have a vacancy in Swindon

By Monahans Posted 1 August 2017

Monahans Financial Services Technical Support Consultant

Monahans Financial Services Limited (MFSL), Chartered Financial Planners are currently seeking an experienced paraplanner to join their team in the Swindon office.  This is a full-time role, or part-time of 30+ hours per week.

The ideal candidate will demonstrate excellent technical knowledge and report writing skills.

The key duties include:                                                                          
•  providing research and making recommendations
•  writing suitability reports
•  building and developing effective client relationships
•  identifying advice opportunities.

You will be Level 4 Diploma qualified or working towards this qualification, and MFSL will support further learning.  You will have had more than two years' experience working as a paraplanner for a firm of financial advisers, excellent organisational and communication skills,as well as being computer literate.  A knowledge of Adviser Office (IRESS), the Standard Life Wrap platform, Microsoft Word and Excel would be an advantage.As a member of a busy team, you must demonstrate  the ability to work without supervision and the capability to take the initiative.

If you believe you have the necessary skills and experience to fulfil this role, please forward your current CV and covering letter to recruitment@monahans.co.uk.

Closing date: 31st August 2017

No agencies please.

We may not be able to respond to your application promptly, due to the high volume of applications. Please assume if you have not heard from us over the next few weeks, that you have not been successful on this occasion. We would like to thank you for your interest in Monahans.


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