Paraplanner - Stockport - £37,000 - £42,000

Recruiter
Taylor James Professional Recruitment LTD
Location
Stockport
Salary
37000.0000
Posted
16 Apr 2017
Closes
16 May 2017
Contract Type
Permanent
Hours
Full Time

Paraplanner / DipFA / DipPFS / APFS / Paraplanning / Stockport / south Manchester / Permanent / Salary / £37,000 - £42,000

A brand new to the market opportunity has arisen for a qualified, senior Paraplanner to join our Stockport based cliental.

Providing paraplanning to multiple Advisers and assisted by a team of administrators, duties and responsibilities will include:

  • To deal with complex DB transfer cases
  • To complete compliant suitability reports
  • Dealing with complex investments such as VCT’s, EIS & IHT
  • Dealing with HNW cliental
  • Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations

The Person:

  • Level 4 Diploma (essential)
  • Chartered or working towards (desirable)
  • Knowledge of VCT’s, EIS & IHT planning (desirable)
  • Excellent working knowledge surrounding the key areas of Financial Planning
  • Strong commercial and technical knowledge

In return this opportunity offers a very high basic salary and annual bonuses.

Please contact Maxwell Haigh on 01616-60-20-90 or submit the latest version of your CV to be considered for this opportunity.