Paraplanner

Recruiter
Charles George Recruitment Ltd
Location
Crawley
Posted
07 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Char*Ge Recruitment are recruiting for a full time Paraplanner for one of our clients based in Crawley.

The Role

You will be responsible for providing Paraplanning services to the Financial Advisors and researching and analysing new and existing products and creating all new associated business paperwork.

The role requires a diploma qualified Paraplanner with at least 4-5 years previous experience.

The Person

The successful candidate must have strong knowledge of salary pension transfers, trust work and experience of dealing with lifetime allowance issues and SSAS cases.

Candidates will have strong time management and a high level of technical knowledge and the initiative to develop their own ideas and projects.

Knowledge of financial planning software and word, excel and outlook are also required.

Salary and Benefits are highly competitive and on application.


This job was originally posted as www.jobsite.co.uk/job/959474933