We Are SSG
18 May 2019
21 May 2019
Contract Type
Full Time

As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join a highly regarded IFA in Lancashire

The successful candidate will work within an established team who specialise in all areas of Financial Planning and particularly Investment products.

The Role:

  • Research and analyse products that are appropriate to the client's circumstances and needs
  • Prepare detailed reports and suitability letters
  • Assist the Advisers with the day to day management of client relationships
  • Obtaining illustrations and quotations
  • Dealing with technical queries
  • Keeping up to date on legislative and regulatory issues
  • Ensuring that research and reports are compliant with company and legislative requirements
  • Attend client meetings when required

The Candidate:

  • Diploma Level 4 qualified or working towards qualification
  • Able to work on own initiative
  • Good attention to detail
  • Strong communication skills
  • Well organised with the ability to effectively prioritise
  • The role offers:
  • An attractive and competitive remuneration / rewards package including support to complete industry qualifications
  • True career progression opportunities

This is a rare opportunity to join a highly respected organisation who offer a supportive and professional working environment.

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