Paraplanner

Recruiter
North Oak Recruitment
Location
Leicestershire, UK
Salary
Competitive
Posted
01 Sep 2019
Closes
04 Sep 2019
Ref
1125663277
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Leicestershire (ref AL903)

Salary to c£35,000 + benefits

My client is a very well-established IFA and they are now looking to appoint an experienced Paraplanner to join their existing team.

The role:

To provide paraplanning support to a small team of IFAs

To carry out research and analysis of the clients current financial situation

To collect full data required in order to create a comprehensive financial planning report

To liaise with the Adviser throughout the process

To ensure compliance requirements are adhered to

To attend client meetings where appropriate

To carry out quarterly valuations

The Person:

Previous Paraplanning experience

CII qualified, ideally although not essentially to Level 4 Diploma

Good technical knowledge within life, pensions and investments

IT literate

Able to prioritise workloads and work to deadlines

If this role is of interest and you have the required skills and experience then please apply in confidence with an up to date CV. We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible. Should you not hear from us within 10 days please assume your application has been unsuccessful. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Our full Privacy Notice can be found on our website

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