Bell Cornwall Recruitment
Sutton Coldfield
19 Mar 2019
31 Mar 2019
Contract Type
Full Time
Senior Investment Paraplanner

Location: Sutton Coldfield

Salary: up to c.£45,000

Job Type: Full Time, Permanent

Benefits: 30 Days Holiday, Flexible Hours, Free Parking On-site & 8% Pension Contribution

Are you an experienced investment paraplanner looking for your next steps in your career? We are currently recruiting for a Senior Investment Paraplanner to join our client's family run business based in Sutton Coldfield. The culture and the values of the business are very much so, of a 'family' nature as well as being run by the family members who opened up the practise over 15 years ago!

The role will include:

* Drafting client suitability reports for pensions and investments

* Research and analysis of investment product market

* Ensuring all Investment Advisers have accurate reports for client meetings

* Weekly team meetings to report progress to the team

* Keeping on top of Trusts, Taxation and Estate Planning Principles

The individual will have:

* Obtained a Level 4 Financial Planning Diploma

* A great sense of humour

* Ability to work well in a team

* Exceptional client rapport building skills

* Organisation skills

* Outstanding customer service skills

*Paraplanner* *Investment Advisor* *Senior Investment Paraplanner* *IFA* *Financial Planning*

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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