Paraplanner - Chester / North Wales - £20,000 - £28,000

Zoot Recruit
05 May 2017
04 Jun 2017
Contract Type
Full Time

Paraplanner -Chester / North Wales - Salary: £20,000-£28,000 + Free Parking

Wealth Management firm who are based near Chester / North Wales are currently looking to recruit an additional Paraplanner.

This firm are looking to expand their Wealth Management technical support team.

Your role will be to:

  • Support Advisors and Directors on all portfolios but mostly Investments, Pensions and IHT Planning
  • Work on technical cases for client portfolios
  • Preparing annual reviews and suitability reports
  • You will be working on researching for portfolios

I would be keen to hear from candidates who have experience in the following areas:

  • Paraplanning
  • Technical IFA Administration
  • Worked within a Wealth Management organisation

Ideally the successful candidate must be Diploma in Financial Planning qualified or working towards the qualification.

For further information and a confidential discussion please contact Philip Gordon at Zoot Recruit - Financial Services Division on Liverpool 601-6000 or email.

I am also contactable via my LinkedIn profile.

Zoot Recruit is a specialist Financial Services recruiter based in Liverpool covering vacancies within the North West.

Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.

For further opportunities please visit our website

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