Paraplanner - Part-time - qualified or part-qualified

Recruiter
Goodwill FInancial Planning
Location
Skipton
Salary
Unspecified £18,000 - £30,000 pro rata (dependent upon experience) + b
Posted
05 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Goodwill Financial Planning are looking to recruit a part-time Paraplanner to join our small team based in Skipton. This is your opportunity to join a well established company who are committed to providing tailored financial solutions to their clients.

As the Paraplanner, you will work closely with the Director 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
  • The successful candidate will be:Experienced in financial servicesQualified to level 4 (or close to)Trustworthy and have integrity Conversant with research and back office systemsYou will benefit from working within a professional, caring and friendly environment. This is a part-time position, working hours will be discussed at interview.
    This job was originally posted as www.totaljobs.com/job/77447417