Job Vacancies

Paraplanner, Rhondda Cynon Taff

  • Location: Rhondda Cynon Taff
  • Salary: £32000 - 35000 per annum
  • Start date: To be confirmed
  • Job Type: Permanent
  • Sector: Accounts & Finance
  • Posted:

Job Description

  • The preparation of meeting packs, illustrations, valuations and notes.
  • Processing fund switches, transfers, withdrawals, and money movements.
  • Acting as a point of contact for client enquiries, handling requests and providing information.
  • Liaising with third parties, processing new business, collating existing plan information, and requesting information.
  • Prepare annual reviews letters.
  • Maintain all client and company records, administration and documentation.
  • Keep up to date with financial products and legislation,
  • Comply with all company and industry guidelines, rules, and regulations.
  • Assist in budgeting and forecasting processes

New Directions Holdings Ltd is acting as an Employment Agency in relation to this vacancy.

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