Paraplanner, Stockport - £26,000 - £35,000

Recruiter
DMD Recruitment LTD
Location
Stockport
Salary
26000.0000
Posted
14 May 2017
Closes
13 Jun 2017
Contract Type
Permanent
Hours
Full Time

Our client is an established financial advisory firm based in Stockport. They are searching for a Paraplanner in order to provide support and reports for their advisers. The ideal candidate will be offered study support, some fantastic benefits and a role within a renowned company. Whilst a qualified Paraplanner would be ideal, our client is willing to accept applications from people from all levels.

Key Accountabilities: -

  • This is a role that requires excellent technical knowledge in order to provide individual, detailed solutions for clients.
  • You will also help advisers prepare for annual planning meetings and, on many occasions, actively participate in those meetings.
  • Generally, you will provide support for advisers, working alongside them in creating and processing financial plans for clients.
  • Actively use financial planning software tools in the process of delivering suitability reports for a variety of IFA's.
  • Working with a team of established Paraplanners you be supported by Client Support Administrators.

Qualifications and Key Skills: -

  • 2 years’ + experience as a Paraplanner/Adviser.
  • Level 4 diploma is preferable but not a necessity.
  • Experience working within an IFA/Wealth Management firm.
  • Excellent technical/industry knowledge.

Benefits: -

In addition to a highly competitive salary, our client also offers a benefit package to suit the successful candidate.