Paraplanner

Recruiter
EG Recruiting
Location
Durham
Posted
23 Mar 2019
Closes
31 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Role

As part of their continued growth, our Client, a well-established IFA firm specialising in pensions, pension transfers, corporate employee benefits, SIPPS, SSASs, investments and IHT planning, has an immediate requirement for an experienced Paraplanner to join the team at their Stockton office.

Responsibilities will include:-

· Supporting 4 Advisers
· Liaison with the adviser on client cases
· Providing research to assist in the production of recommendations
· Possible attendance at client meetings
· Providing back office support by liaising with clients, administering clients’ plans and utilising Intelligent Office
· Preparation of suitability reports along with supporting documentation

This is a superb opportunity for a candidate wishing to continue their career in the financial services industry within a highly professional practice. Excellent support and benefits are provided.

Qualifications

Level 4 qualified ideally (part-qualified candidates must be willing to study and achieve DipFA)

Candidate Requirements

Candidates must have:-

· Previous paraplanning experience
· Knowledge of pensions and investments
· Confidence in own abilities
· Ability to work as part of a team
· High standards

Similar jobs

Similar jobs