Paraplanner

Recruiter
EGRecruiting Ltd
Location
Marton-In-Cleveland
Salary
£20,000 - £24,999
Posted
23 Aug 2019
Closes
26 Aug 2019
Ref
1222735110
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Role

Our Client, an IFA Firm dealing with pensions, investments, mortgages and insurance, has an immediate requirement for an experienced Paraplanner. If desired, the successful candidate will have the opportunity to progress into an advisory capacity, where study support and clients will be provided. Following an initial period, you will have the option of working from one of two offices within Teesside, or potentially being home-based.

Working within the administration team, your role will include:-
· Providing technical support to the advisers within the Firm
· Research of suitable products
· Preparation of suitability reports
· Cash flow modelling

Qualifications

QCF Level 4 Diploma advantageous, but not required

Candidate Requirements

Candidates must be competent Paraplanners with experience of the following:-
· Old Mutual
· Co-Funds
· Prudential
· FE Analytics
· O&M
· Cash-Calc

Additionally, you must possess the following:-
· Efficient
· Organised

Benefits

Flexible hours (full or part-time), bonus, pension, paid exam support, 22 holidays (plus stats and Xmas)

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