Paraplanner

Recruiter
Vantage Consulting Ltd
Location
ST18 0WN
Salary
£28000 - £30000/annum 30,000
Posted
10 Jun 2017
Closes
10 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

£30k

Stafford

Are you an ambitious Paraplanner who's looking for a platform to develop your career? A Stafford based wealth management business are now looking for a paraplanner to assist with the technical detailing for client reports, researching suitable solutions to meet client needs.

As part of a small team you'll be working with high profile individuals at the pinnacle of their profession in an ambitious and fast paced environment. This role is due to the firms continued growth and desire to grow the financial planning and investment management team.

We are seeking candidates self motivated individuals with a minimum of 5 years experience in an IFA or wealth management environment who can demonstrate a minimum level 4 qualification.

On a daily basis the successful candidate will be responsible for the following activities:-

- Creating reports, maintaining records and conducting research.
- Knowledge of preparing recommendations based on asset allocation and risk profile etc.
- A broad appreciation of relevant compliance requirements.
- The ability to build strong internal and external relationships.
- Experience of working with discretionary portfolios.

This role offers a promising development path for the successful candidate so get in touch to find out more!

To find out more or be considered for this position, please contact Kate Wills at Vantage Consulting on (Apply online only) or email (Email Removed)