Paraplanner – Financial Planning J-723
£35,000 to £45,000
Due to promotion, our client, a well established firm of Independent Financial Advisers are looking for a Senior Paraplanner to join the team. You will support 2 advisers and supervise a team of 4 administrators, whilst being responsible for conducting research and writing bespoke suitability reports.
The firm predominantly focus on SSAS pensions and main stream investments.
25 days holiday, plus bank holidays, plus xmas break.
- Proven financial services experience
- Must be working towards the Diploma in Financial Planning
- Experience of writing bespoke reports
- Excellent inter-personnel skills
- A drive to exceed expectations and deliver a high level of customer service
To apply for this position please call the office on 0161 973 0133 or email firstname.lastname@example.org
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