Position title
Paraplanner ~ 35k (J1153)
Description

Paraplanner - Bury (J1153)

This long established Financial Planning Services Company are currently recruiting for a Paraplanner/Part Qualified Paraplanner for their friendly and long standing team.  This position is due to continued growth.  The Practice have lots of high net worth clients who have been serviced by the same team for many years, providing holistic financial advice predominantly across the spectrum of pensions and investments.

Responsibilities

The successful applicant will be responsible for

  • Joining a team of three other paraplanners and supporting three advisers
  • Report writing and research
  • Becoming involved with the firms investment committee
  • Using Adviser office, other systems and platforms
Qualifications
  • CII/Financial Planning level 4 qualifications or working towards
Experience
  • You will need to be familiar with all aspects of pension including drawdown, SSAS and SIPP
  • And ideally all aspects of investments
  • You will have an understanding of IHT/CGT
Job Benefits
  • £25,000 to £35,000 ( Depending on experience and qualifications)
  • 9 - 5.15
  • 21 days holiday (Plus Bank holidays) extra time for appointment at discretion
  • Great working environment, good morale
  • Social events.
  • Company Pension
  • Qualifications supported
Contacts

For further information please use the details below, or apply in confidence using the 'Apply Now' button.

Diana Sproston

diana@threesixtyselection.com

0161 973 0133

 

Employment Type
Full Time
Beginning of employment
ASAP
Duration of employment
Permanent
Industry
Financial Planning
Working Hours
Full Time
Base Salary
£ 25,000 - £ 35,000
Date posted
July 23, 2020
Valid through
August 31, 2020
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Position: Paraplanner ~ 35k (J1153)

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