Paraplanner

Recruiter
FERRIS SLATER LIMITED
Location
Preston, UK
Salary
Competitive
Posted
15 Jun 2019
Closes
18 Jun 2019
Ref
1170269812
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client are a highly successful, vibrant and dynamic Chartered Accountancy Practice based in Preston. Due to further expansion they are currently looking to recruit an experienced Paraplanner.
Duties will include:
  • Supporting the advisers in helping clients, preparing reports for client meetings, highlighting areas requiring attention, processing new business, preparing suitability reports.
  • Assisting the Compliance Officer in maintaining appropriate systems and controls, including compliance projects and presale file checking
  • Contributing towards business development initiatives, looking for ways to improve paraplanning and department efficiencies.


Candidates must be willing to play an active role within a dynamic team and be motivated to contribute to the success of the business. You must be passionate about providing great client service and posses excellent IT/ Communication skills.
It is essential that candidates have previous Paraplanning experience.
In return the client is offering 23 days' holiday per annum + bank holidays, free on-site parking, flexible benefits scheme, employer pension contribution of 7%, Death in Service life cover of 4 x salary, full technical training and support and financial support towards exams Diploma and/ or Chartered.

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