Paraplanner

Recruiter
Coast Specialist Recruitment
Location
Guildford
Salary
From £32,000 to £40,000 per annum
Posted
30 Sep 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, an extremely well established, forward thinking and reputable IFA practice is seeking an experienced and Diploma Qualified Paraplanner to join their team.

Main Duties:

  • Report Writing (life, pensions and investments)
  • Comprehensive research in the market place
  • Working closely with clients in preparing relevant work and files
  • Meeting with product providers as requires
  • Liaising directly with clients
  • Candidates should ideally be Diploma Level Qualified and possess an excellent knowledge of Pensions, Trusts and Taxation.

    Ideally you should have a good working knowledge of 1st Software as well as be a competent user of Microsoft packages.

    If you would like to apply for this vacancy, please contact Karen Halliday


    This job was originally posted as www.totaljobs.com/job/75992208