Paraplanner - Deeside, Flintshire, Salary: £18,000 - £24,000

Zoot Recruit
Deeside, Clwyd
07 Jul 2017
06 Aug 2017
Contract Type
Full Time

Paraplanner - Deeside, Flintshire, Salary: £18,000 - £24,000

Long established Wealth Management Practice who are known locally and well respected within the financial services industry.


Our client has a new opportunity for an additional Paraplanner to join the company and work alongside the Financial Advisers on technical support.

Your role will involve:

  • Report writing
  • Liaise directly with product providers on technical queries
  • Case research
  • Investment analysis
  • File management which would involve pre and post submission cases

Key Skills & Knowledge required:

  • Ideally passed the Diploma in Financial Planning - Level 4 or nearly completed the qualification
  • Experience of the financial planning process
  • Ideally worked in a Paraplanning position or in a technical support position
  • Must have Investment and Pensions knowledge

This is a great Paraplanning job opportunity which is ideally located in between Chester & North Wales. For more info please call Philip Gordon at Zoot Recruit - Financial Services Division on Liverpool 601-6000 or email.

I am also contactable via LinkedIn.

Zoot Recruit is a specialist Financial Services recruiter based in Liverpool covering vacancies within the North West. We are embarking on an exciting growth plan in 2017 with our current team having over 40 year's specialist recruitment experience.

Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.

For further opportunities please visit our website

We are also on twitter so feel free to follow us @zootrecruit.