Paraplanner - Bury - £28,000 - £34,000

Taylor James Professional Recruitment LTD
03 Apr 2019
16 May 2019
Contract Type
Full Time

A new to the market opportunity has arisen for a Paraplanner to join our IFA client situated in Bury.

This is an exciting time to join a highly reputable wealth management firm with credible growth ambition for the near future.

Supported by a team of administrators,

Responsibilities will include:

  • Writing tailored suitability reports
  • Preparing and implementing compliant client recommendations
  • To keep up to date with finance industry knowledge, products and legislation
  • Full duties will depend on current experience

The Person:

  • 2 years of Paraplanning experience as a minimum
  • DipFA / DipPFS (desirable, our client would also consider ambitious individuals who have commenced their studies towards this)
  • Understanding of the Financial Planning process
  • Report writing skills

In return this opportunity offers excellent progression opportunities along with bonuses, study support and permanent health insurance.

Please contact Matthew Biddle on 0161-820-2688 or submit the latest version of your CV to be considered for this opportunity.

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