Paraplanner

Recruiter
Anthony Alexandra
Location
Lewes, East Sussex
Salary
33000.0000
Posted
20 Jul 2017
Closes
19 Aug 2017
Contract Type
Permanent
Hours
Full Time

Are you keen to secure an intriguing client focussed Paraplanner role within a leading Wealth Management firm?

Anthony Alexandra are working in alliance with a well-respectedFinancial Advisory business who are currently recruiting an innovative Paraplanner to join their dynamic team. This is a fantastic opportunity for you to join a fast-developing regional Financial Services firm who focus on providing a 1st class financial advice and investment management service to high net worth professionals.

The successful candidate will be responsible for a range of duties including: -

  • Supporting experienced Financial Advisers
  • Attending client meetings with the Adviser
  • Suitability letters / Reports
  • Technical Research
  • Working with Pensions, Investments and Protection products
  • Research (or assisting with) the best solutions that meet each client’s financial needs.
  • Produce quotes, letters, reports and supporting evidence for consideration by the client

This opportunity would suit a candidate who is client focussed and has the following skills and experience: -

  • Previous experience within a Paraplanner or Technical IFA Support role.
  • Level 4 Diploma qualified or achieved professional qualifications
  • Good working knowledge of an IFA, their services and products