Paraplanner – £32,000 – £38,000 – Financial Services J – 620
Lymm
£30,000 to £38,000
We are recruiting for a Chartered Financial Planners practicing from a small suite of modern offices in Lymm in North Cheshire. The practice is largely investment based looking after clients around the North West.
The successful candidate will prepare client files for review by the practice’s Managing Director. The preparation of files will involve the candidate producing manual valuation statements in a standard format for which full training will be given.
Many of these reviews are going to generate a variety of transactions:
- The re-registration of presently “non-platform” investment portfolios.
- The transfer of existing Stocks and Shares Individual Savings Accounts.
- Switches of existing investment fund holdings.
- Some new cash investment.
The position will suit somebody with a Level 4 qualification who intends to progress to full Chartered status eventually. Initial salary will be £30,000 to £38,000, depending on previous experience and qualifications. There will be financial support for future professional studies.
Salary will be reviewed annually and in the longer term, a fully qualified Chartered Financial Planner could hope for a senior position within the practice, with commensurate earnings.
To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com
threesixty selection – Management & Executive Recruitment Practice.
Search & Selection | Finance | Purchasing | Supply Chain | Manufacturing | Sales | Financial Planning.
threesixty selection acts as an employment agency for permanent and interim positions. threesixty selection is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
Unless otherwise stated, if applying for a job within the European Union, please ensure that you are already authorised to work there.