£25,000 to £29,000 plus benefits
Paraplanner required by an award winning Wealth Management practice that covers a full range of financial planning including Pensions, Investments and Protection.
As the Paraplanner you will provide a high level of technical support to consultants, ensuring that all recommendations are technically accurate and provide the best advice for the client. This support includes illustrations, fund fact sheets and all related Compliance documentation as well as preparing suitability reports and recommendations.
Applicants must have Paraplanning experience, preferably within an IFA environment and have high levels of accuracy in their work whilst remaining professional at all times. Any progress towards the Level 4 qualifications will be advantageous.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below or you can also email your details to firstname.lastname@example.org. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.