Growing IFA in Salisbury seeks qualified Paraplanner - permanent job - salary up to £35000
Your new company
A chartered financial planning firm based in Salisbury, is looking to recruit an experienced Paraplanner. The company has been in business for a number of years and boasts a team of highly qualified and experienced specialists.
Your new role
Joining a team of 4, your key duties will include: Technical research and preparation for client meetings, preparing client reports and suitability letters, preparing pension transfer reports, handling technical client queries, assisting with creation/evolution of model portfolios and general compliance oversight.
What you'll need to succeed
Depending on experience you will receive a salary of up to £35,000. Your benefits package will include pension, study support and 25 days holiday.
What you'll get in return
You will have at least 3 years' Paraplanning experience, with a sound background in across the board pensions and investments products.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
This job was originally posted as www.totaljobs.com/job/77455764