Paraplanner

Recruiter
Cameron James
Location
Coventry
Posted
20 Apr 2019
Closes
21 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Working in partnership with an Independent Financial Advisers in Coventry, I am currently recruiting for a Paraplanner to join their team. The position is available due to growth and increased workload.

As a Paraplanner you will work alongside the Independent Financial Advisers, provide them with dedicated technical assistance and be a key part of the advice process.

Duties will include but will not be limited to;

• Fund/Product Research
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful Paraplanner must have worked within a Financial Planners doing a similar role and must have or be working towards the Level 4 Diploma in Financial Advice.

In return you will receive a salary of circa £35,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.

For further information please contact me on , email

Similar jobs

Similar jobs