Experienced Paraplanner

Recruiter
James Phillip Financial Recruitment
Location
Altrincham
Salary
£30,000 - £39,999
Posted
09 Jan 2019
Closes
15 Jan 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

Location: Altrincham

Salary range £33k to £39K (depends on experience) plus attractive benefits package including company pension, death in service, medical benefit, study support.

We are currently recruiting for a modern IFA practice who through organic growth are looking to recruit a Paraplanner into their existing team.

My client describes it as a great working environment, relaxed with some great attractions.

This is an ideal opportunity for someone who is looking to play an integral part of a well-respected IFA practice that recognises and rewards success and commitment.

Job Role:

  • To provide full technical support
  • Undertake in depth reviews of client portfolios and compile review reports
  • You will need to handle client queries and help service existing clients on a daily basis
  • Comply with the firm’s internal Compliance procedures and Training & Competence requirements

We are looking for someone who:

  • Has at least 2 experience as a Paraplanner with previous report writing experience within an IFA firm
  • Can demonstrate a sound technical knowledge that can be applied to all areas of financial planning
  • Is professional, ethical, technical and proactive in their approach to providing quality holistic advice
  • Excellent written/verbal communication as well as organisation skills
  • Ability to cope well in a busy working environment
  • Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
  • Is at least Diploma Level 4 qualified. Advanced level exams will be advantage and reflected in salary.

Please apply for further details.

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