PARAPLANNER - PORTUGAL - £40,000 + BONUS & RELOCATION PACKAGE

  • Job Reference: PP-JM-L
  • Date Posted: 23 November 2018
  • Recruiter: Excel Recruitment
  • Location: Portugal
  • Salary: £40,000
  • Sector: Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time
  • Contact: Janine Mole
  • Email: janine@xlrecruit.com
  • Telephone: 02074 041 010

Job Description

January / February 2019 start.

This international corporate financial planning organisation are recruiting for their Portugal offices. Level 4 Diploma or working towards it.

 

 The Role

To provide full professional planning support to Partners and Senior Managers.

 

 Duties in brief:

*Prepare and maintain client files

*Ensure compliance of paperwork and KYC is up to date and accurate

*Collecting detailed information to compile a Financial Plan

*Compile financial cash flow forecast

*Compile net worth statement, income and expenditure statements

*Identify areas for planning

*Cash flows

 

 Essential Skills and Experience:

*Level 4 Diploma or nearly at this level

*Excellent understanding of the financial planning process

*3 years minimum relevant experience

*Strong report writing skills

*Proficient IT skills and spreadsheet knowledge

  

If you are interested in this role, or would like to find out more then please contact Janine at Excel Recruitment today.