Paraplanner

Recruiter
Reward Recruitment
Location
Andover
Salary
30000.0000
Posted
09 Feb 2017
Closes
09 Mar 2017
Contract Type
Permanent
Hours
Full Time

Reward Recruitment are currently working on behalf of a Financial planning firm, who are looking for a Paraplanner to join their expanding team, offering an excellent salary package.

Role and Responsibilities

  • Prepare suitability letters in accordance with the agreed recommendations.
  • Complete application / proposals forms.
  • Ensure all compliance paperwork is in order.
  • Identify areas for planning.
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs.
  • Prepare information/comparisons for analysis by planner.
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile.

Qualifications

  • Level 4 Diploma, or working towards completed Diploma

Contact Samuel Groom at Reward Recruitment for more details.