Senior Paraplanner

Recruiter
DMD Recruitment LTD
Location
Haultwick
Posted
11 Jan 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our clients are based in Herts and are a long established and successful IFA with a large HNW private and corporate client base. An opportunity has arisen for a Paraplanner to join the existing support team. The role will be to directly provide full technical support to the chartered director of the business who deals primarily with private clients, and work alongside the existing Paraplanners and sales support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and report writing. Candidates must have experience as a Paraplanner. They must have a minimum of Financial Services diploma level 4 and ideally progressing towards or have chartered status. Candidates with experience of life style planning will have a distinct advantage. This is an excellent opportunity to join well established small business with the potential for the candidate to have input into the structure the role and their future career progression.