Paraplanner

Recruiter
James Smith Recruitment Limited
Location
London
Salary
35000.0000
Posted
02 Feb 2017
Closes
02 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our London based client is looking for an experienced Paraplanner to work with the Director to provide a professional, efficient and compliant support to clients.

The successful candidate will have direct client contact experience as the role will entail a high level of client interaction. An understanding of holistic financial planning and will value long term client relationships based on mutual trust and respect is also essential.

A comprehensive understanding of the financial services industry and its products is required, with particular focus on Equity ISA’s, Unit Trusts, Investment Bonds, Protection and Personal/Company Pensions/Pension Drawdown, as you will be expected to draft suitability reports.

The role will suit someone who is pro-active, has attention to detail, is an excellent communicator and can work well within a driven and fast paced environment. If you have the ambition, quality and dynamism required, this is an exciting opportunity for a long term role.

Please contact Steve Smith if you require any additional information about this role.