Selection Group Ltd
£34k - 38k per year + discretionary bonus
05 Oct 2017
02 Nov 2017
Contract Type
Full Time
SF Group are currently recruiting for a leading Finance Organisation in Bolton, this is an excellent opportunity to join an established, innovative and growing business. My client is seeking an experienced Paraplanner to join their growing team, this is a busy and varied role where you will be heavily involved in research and analysis, and in report writing. The successful candidate will have previous experience working as a qualified Paraplanner, hold their level 4 diploma, and have excellent organisational skills along with a confident and professional manner. Duties include: - Working in an established, successful team to support 3 experienced Advisers in areas of High Net Worth. This includes complex pensions and investments work - Writing reports and supporting Advisers in the advice process - Research and analyse products appropriate to clients' circumstances - Prepare detailed reports - Assist Financial Planners in establishing new client relationships - Client facing interaction In order to be considered for this role applicants must: - Have practical experience and knowledge of an IFA environment - Hold level 4 diploma qualification (and be open to progressing to their level 6 in due course) - Be able to work on their own initiative - Demonstrate reliability and strong interpersonal skills This is a superb opportunity with an excellent remuneration package. If you feel your experience is right for this role, and you have previously worked as a Paraplanner please call Peter on ************* or email on *********************.
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