Paraplanner

Recruiter
Coast Specialist Recruitment
Location
Guildford
Salary
40000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client, a well established, successful and highly reputable IFA practice is looking for a Paraplanner to join their team.

Main Duties:

  • Report writing (life, pensions and investments)
  • Comprehensive research in the market place
  • Working closely with consultants in preparing relevant work
  • Meet with product providers as and when required
  • Liaise with clients directly as and when required
  • Prepare alternative scenarios for consideration in preparing client reports

Candidates must have experience of working as a Paraplanner and be a competent user of 1st Software.

The role requires a proactive individual willing to undertake varied tasks in a growing company.

The successful candidate will be confident and constructive in sharing their ideas and will be suitably rewarded.

Candidates will ideally have achieved Diploma Status.

If you would like to apply for this vacancy, please contact Karen Halliday