At a Glance
- Tasks: Create cash-flow models and develop client strategy documents.
- Company: Alexander Mae Recruitment, a leading firm in financial services.
- Benefits: 20 days holiday, pension contributions, and fantastic bonuses.
- Other info: Opportunity for growth in a supportive and collaborative environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial strategies.
- Qualifications: Experience in financial services and proficiency in Microsoft Office and CRM systems.
The predicted salary is between 30000 - 40000 £ per year.
ALEXANDER MAE RECRUITMENT is looking for a Paraplanner in Clifton, Bristol. This position involves cash-flow modelling, research, and preparing client strategy documents.
The ideal candidate will have:
- Experience in financial services
- Proficiency in Microsoft Office and CRM systems
- The ability to maintain client confidentiality
Benefits include:
- 20 days holiday plus bank holidays
- Pension contribution
- Superb bonuses
Paraplanner: Cash-Flow Modelling & Client Strategy in Bristol employer: Alexander Mae Recruitment
At Alexander Mae Recruitment, we pride ourselves on being an excellent employer by fostering a supportive work culture that values professional growth and development. Located in the vibrant area of Clifton, Bristol, we offer our Paraplanners not only competitive benefits such as 20 days holiday plus bank holidays and pension contributions, but also a collaborative environment where innovative ideas are encouraged and rewarded.
We think you need these skills to ace Paraplanner: Cash-Flow Modelling & Client Strategy in Bristol
Cash-Flow Modelling
Client Strategy Development
Financial Services Experience
Microsoft Office Proficiency
CRM Systems Proficiency
Client Confidentiality Maintenance
Research Skills
