Pensions Specialist/Paraplanner

Recruiter
Anonymous
Location
Inverness
Salary
20000.00 - 23000.00 GBP Annual + GBP20000 - GBP23000/annum
Posted
14 Feb 2017
Closes
14 Mar 2017
Category
Accounting
Function
Specialist
Contract Type
Permanent
Hours
Full Time
This is a rare opportunity to become an integral part of a small and friendly team who are expanding due to continued success and an increasing client base.

You will be working alongside the Financial Planner and existing Paraplanner to ensure clients are receiving the maximum returns on their investments, pension arrangements or savings.

You will be working on behalf of new and existing clients, maintaining records and preparing reports and documentation for the Financial Planner prior to client meetings. If you relish job satisfaction, having a direct impact on a business through your work and are eager for a fulfilling role then please contact Rebecca on the details below.

The ideal candidate for this role will already have worked within the insurance or financial services industry and have specific experience relating to pensions and investments. Ideally you will have a banking/finance/asset management background, related qualifications would be desirable but not essential.

This role is full time however there would be flexibility on hours for the right candidate.

If you are an ambitious and enthusiastic individual who can work under your own initiative then please contact Rebecca at Brook Street Recruitment in confidence on (Apply online only) or email