Paraplanner

Recruiter
Anthony Alexandra
Location
London
Salary
35000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

Established for more than 40 years, our client provides advice to private and corporate clients on Investments, Pensions, Estate and Tax Planning, Mortgages and Life.

We are looking for a Paraplanner to work in a team providing technical support to the Directors - Chartered Financial Planners, with a small team of around 10 employees.

The role primarily involves:

  • Analysing provider and product information and updating database with this information
  • Producing accurate reports for client meetings within specified deadlines
  • Preparing suitability letters for a full range of products
  • Providing technical support to the whole of business

Requirements

  • Over 3 years experience working with an IFA environment
  • Previous experience working within a Paraplanner role
  • Achieved professional qualifications or working towards

Benefits

  • Salary on offer up to £38,000 depending upon experience and qualifications
  • Working hours are Monday-Friday, 9am - 5.30pm
  • Generous Company Pension Scheme
  • Death In Service
  • 25 Days Holiday