IFA Paraplanners x 3(Chelmsford IFA)

Recruiter
Coast Specialist Recruitment
Location
Chelmsford
Salary
25000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Contract Type
Permanent
Hours
Full Time

ROLE - IFA Paraplanners x 3

Experienced IFA Paraplanners are required to join a very exciting and progressive professional and friendly office, to assist their team of Financial Advisors with the day to day planning process.

The key strengths required are technical/support writing and preparing the financial plans for the advisors to take to the clients.

Requirements

  • Ideally a minimum of 2 years' experience
  • Excellent report writing skills
  • Ability to analyse statistics
  • Ability to conduct research for appropriate providers and investments
  • Good understanding of compliance issues
  • Good time management skills
  • Excellent interpersonal and IT skills

This is a role which can develop you personally from paraplanning through to IFA wealth management.