Paraplanner - PRESTON - very successful IFA firm

Recruiter
No1 Legal and Professional
Location
Fulwood
Posted
11 Jan 2018
Closes
07 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
  • Excellent opportunity at a very successful Financial Planning Firm based in Preston.
  • Firm has substantial funds under management.
  • Level 4 qualification would be ideal but not mandatory.
  • Completing suitability reports and liasing with front office staff regarding new and exisiting clients. Use of relevant software packages such as IRESS, DEFAQTO, The Exchange, Voyant and the like would be useful.
  • You will have experience of an independent whole of market adviser firm ideally.
  • You will support the existing advisors and directors.
  • Preparing reports and recommendations in line of client needs, adviser findings and research undertaken.
  • Provision of full pre sales paraplanning support for advisers, ensuring that suitability reports and research are accurate and compliant.
  • The successful candidate will have at least 1 years paraplanning experience.
  • Send us your CV asap - no1 legal and professional
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