Paraplanner - Northwich

Recruiter
WWB Recruitment Ltd
Location
Northwich
Salary
30000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

My client is a leading provider of Investment Management and Financial Advice seeking to appoint an experienced Paraplanner to join their team based in Northwich.

You will work with the Adviser to identify the most suitable product by: ensuring all required information is provided by the client, conduct product research and analysis in order to produce draft recommendation reports. You will undertake annual reviews, where appropriate and provide on-going servicing of clients as and when required.

Applicants must be experienced working in a similar role and hold the Diploma in Financial Planning (Level 4).

Salary of £30,000-£37,500 depending on experience. Please apply to Leanne Boddy at WWB Recruitment.