Paraplanner

Recruiter
Coast Specialist Recruitment
Location
Farnborough
Salary
35000.0000
Posted
04 Feb 2017
Closes
04 Mar 2017
Contract Type
Permanent
Hours
Full Time

Our client, a friendly, professional and forward thinking IFA firm that operates across the whole of the UK is seeking a qualified and experienced Paraplanner to join the team. This will be working alongside the Head of Investments and Pensions on a 121 basis, covering all aspects of financial planning, with a strong focus on retirement planning (pre/post) and pension transfers. The company has some exciting changes coming up and the business in in a growth phase. This is a wonderful opportunity for a very experienced Paraplanner who is keen to become and integral part of the Wealth Management side of the business. This is a true parplanning role with emphasis on report writing. The bulk of the business is with new clients, however servicing existing clients is an important part of this role. Our client will consider an experienced paraplanner or a highly experienced IFA Support Administration, with Diploma progression who is looking to move into a Paraplanning role (for somebody with this background, the starting salary is likely to be in the region of £25-30k)