Paraplanner

Recruiter
Coast Specialist Recruitment
Location
Guildford
Salary
32000.0000
Posted
05 May 2017
Closes
04 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client, an extremely well established, forward thinking and reputable IFA practice is seeking an experienced and Diploma Qualified Paraplanner to join their team.

Main Duties:

  • Report Writing (life, pensions and investments)
  • Comprehensive research in the market place
  • Working closely with clients in preparing relevant work and files
  • Meeting with product providers as requires
  • Liaising directly with clients

Candidates should ideally be Diploma Level Qualified and possess an excellent knowledge of Pensions, Trusts and Taxation.

Ideally you should have a good working knowledge of 1st Software as well as be a competent user of Microsoft packages.

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