Experienced Paraplanner

Recruiter
Peter Harding Practice Limited
Location
Sherborne, Dorset
Salary
25000.0000
Posted
11 Jun 2017
Closes
11 Jul 2017
Contract Type
Permanent
Hours
Full Time

Due to continued growth, we are currently seeking an experienced Paraplanner to join our team in Sherborne.

This role is required to

  • Support the Financial Planners in research & analysis to meet the client’s needs & objectives on a full range of financial planning products and services
  • Compile financial planning recommendations & write detailed suitability reports
  • Review complex information & Investment products

The ideal applicant will be articulate & confident with the ability to deal with Clients & Professional contacts.

You will already hold the Financial Planning Certificate or be working towards Diploma status in Financial Planning.

Salary dependent on experience, with access to a company pension and bonus scheme after qualifying period.

Please send your CV and covering letter to Clair Smith at Peter Harding Wealth Management.