Paraplanner

Recruiter
AMAS Investments Limited
Location
Bury St Edmunds
Salary
£20,000 - £24,999
Posted
19 Mar 2019
Closes
22 Mar 2019
Category
Accounting
Contract Type
Permanent
Hours
Full Time

Due to continued growth and success, we are currently looking for a Paraplanner to complement the team in our Bury St Edmunds office.

You will need a strong all round technical knowledge of financial planning, as your dutires will include:

  • report writing for a team of Financial Advisers
  • assist in the research products and funds to enable suitable providers to be selected for inclusion in a recommended investment strategy
  • review and comment on the suitability of existing pensions and investments as and when required

The ideal candidate skills and attributes:

  • level 4 Diploma in Fincial Planning (or working towards)
  • previous experience working within a similar role (ie writing reports and carrying out technical research) would be an advantage
  • excellent attention to details
  • Good communication skills
  • working knowledge & experience of Defaqto, O&M, F E Analytics

We are willing to consider candidates on either a full or part time basis. Salary would be based on experience and qualifications.

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