Paraplanner

Recruiter
Switch Recruitment
Location
Bromsgrove, UK
Salary
Competitive
Posted
25 Jul 2019
Closes
01 Aug 2019
Ref
1184216657
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, an expanding and award winning Wealth Management and Employee Benefit Groups who look after multiple FTSE100 clients, currently requires a Paraplanner to join their private client IFA division following continued growth.

Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports / suitability letters / pension transfer analysis reports, Handling technical client queries etc.

Candidates need to ideally be educated to degree level and be Level 4 / Diploma qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package.

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