Working in partnership with a Chartered Financial Planners in Preston I am currently recruiting for a Paraplanner to join a very busy team within a fast paced, professional environment.
As a Paraplanner you will be assigned one Financial Planner and offer technical assistance and ensure an excellent service is provided to their clients.
Duties will include but will not be limited to;
- Fund/Product Research
- Preparing and Implementing Recommendations
- Preparing/Writing Suitability Report Letters
- Maintain up to date industry knowledge and awareness by attending training days
- Pre and Post Sale Administration duties where required
The successful Paraplanner must have worked within a Financial Planners doing a similar role and must have, or be working towards, the Level 4 Diploma in Financial Advice.
In return you will receive a salary of up to £35,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.
For further information please search 'Cameron James Professional Recruitment', visit our website and contact Richard Kunman.
This job was originally posted as www.totaljobs.com/job/80941042