Senior Paraplanner/Paraplanner

Recruiter
Morgan Turner
Location
Nantwich
Salary
£25,000 - £35,000
Posted
06 Jul 2017
Closes
05 Aug 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a high profile, successful, boutique financial planning/IFA Practice that provides a wealth management service to existing clients are seeking an ambitious, driven and passionate Paraplanner to join their existing private client support team.

The role will be to provide full paraplanning and technical support to the chartered Financial Planners and work along-side the existing support staff. Your duties will include: product research, writing client reports and completing reason why letters.

Candidates should ideally have experience as a Paraplanner dealing with a wide spectrum of clients including HNW private clients and be qualified/part qualified QCF Level 4 (Regulated Diploma in Financial Planning), however this is not essential

This is an great opportunity to join a successful business with excellent opportunities for career progression.

Salary £25,000 to £35,000 DOE plus attractive benefits package