Paraplanner

Recruiter
Primrose Blue Recruitment Ltd
Location
Ashby-De-La-Zouch
Salary
From £22,000 to £30,000 per annum
Posted
03 Oct 2017
Closes
05 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client is a well-established directly authorised financial services company. Who are undergoing strong growth and are looking for a Paraplanner to join their team.

The successful candidates will be either studying towards, or Level 4 Diploma qualified with experience working as support staff within the financial services industry. Will also have knowledge and understanding of Pensions and Investments.

As a Paraplanner you will working closely with our advisers assisting with the following roles amongst others:

·Product research

·Portfolio administration

·Drafting of client letters and Suitability Reports

·Preparation of client meeting documents

·Client liaising

Working with over 25 advisers meaning your work varied and will gain different experiences working with each adviser.

Salary will be dependent on experience and educational background.

If you are Level 4 or working towards it and have experience as a paraplanner and feel this job is for you, then apply now.


This job was originally posted as www.totaljobs.com/job/76682350