Qualified Paraplanner

Recruiter
Ginger Recruitment
Location
Southport
Salary
From £45,000 to £45,000 per annum
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner/Financial Player – a unique opportunity!

Southport/Preston

To £45,000 basic + Benefits

The company:

Ginger Recruitment are looking to recruit for an experienced paraplanner to work for a well-established company with an excellent reputation in the north west and beyond. You will have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge built up by the firm’s partners over the last 30 years. If you’re looking for a Paraplanner role with a difference then this is for you!

The Candidate:

You will be, as an absolute minimum, Dip PFS/Dip FA qualified and, ideally, already have attained or be making progress toward chartered status. You will have considerable industry experience as a paraplanner and have a high degree of technical knowledge of pension and investment business and products. Excellent administrative, research, report writing, cashflow modelling and communication skills coupled with a strong analytical background. The ability to work in a structured and planned manner is absolutely essential.

The Role:

You will be responsible for the full analysis of clients’ requirements, development of cashflow models and accurate recording of client data. Construction of financial planning solutions supported by the production of computer models and reports and the preparation of letters and reports taking full responsibility for the client files and back office IT records. Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models as well as liaison with clients by telephone, letter, email and face to face meetings

Ginger Recruitment is an independent North-West recruitment consultancy, based in Ribchester. Servicing businesses across the Ribble Valley, Lancashire & the UK, we aim to build long-term relationships with clients and candidates to help find the right person for the vacancy. So, if it’s the next step on the career ladder or a complete career change, Ginger Recruitment can help. We recruit for a variety of businesses across the UK in a variety of sectors, so if you are looking for a new position then give us a call for an informal chat. One of our experienced REC qualified recruitment team can advise you on our current vacancies as well as any other recruitment enquiries you may have.

By submitting your CV to Ginger Recruitment Services Ltd (GRSL), you are consenting to GRSL providing you with recruitment services as an agency defined under the Employment Agencies Act 1973 and authorising GRSL to work seek on your behalf. You are consenting to your CV being forwarded to clients via electronic mail. You are also giving your consent to your personal data being included on a computerised database and it’s use in order to secure employment.



This job was originally posted as www.totaljobs.com/job/75961531