Trainee Paraplanner- Poole based IFA

Recruiter
Coast Specialist Recruitment
Location
Poole
Salary
18000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

An excellent opportunity to join a respected Asset Management company in the centre of Poole.

We are continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicant will report to our Operations Manager.

Responsibilities include but not limited to:

  • Working closely with the advising and paraplanning teams to coordinate the annual review process.
  • Preparing and producing client portfolio reports through our back office system, Intelligent Office.
  • Liaising with product providers to obtain information on clients’ pensions, investments and protection plans.
  • Using our fund research tool, Financial Express, to produce analysis on clients’ investments and pensions.

Full training provided.

Fantastic opportunity for the person with some Financial Services experience, excellent salary and benefits, apply now to find out more.