Paraplanner

Recruiter
TEMPLEGATE RECRUITMENT
Location
Cardiff
Salary
28000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time

Job Title: Paraplanner

Location: Cardiff

Salary: £28,000- £35,000

Benefits: Free gym membership, Excellent holiday benefits

A well-established boutique IFA practice requires a Level 4 Paraplanner or someone who is working towards the qualification to join their growing team

You will have experience in a IFA practice already and already working in a Paraplanning role

This role provides an excellent opportunity for someone who is an established Paraplanner to join a well-respected IFA company

Responsibilities:

Meeting with clients, fact finding and capturing aims and objectives.

Reviewing and analysing investment portfolios

Researching providers and products

Creating recommendations and draft plans

Writing suitability reports

Client correspondence

Preparing for client reviews

Working with our CRM and Compliance systems

Skills:

Level 4 Diploma Qualified or qualified by experience

Previous experience in a IFA practice

Knowledge of Pensions, Investments

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.