Paraplanner

Recruiter
Anonymous
Location
Derby
Salary
32000.00 - 38000.00 GBP Annual + GBP32000 - GBP38000/annum Excellent Benefits Package
Posted
09 Mar 2017
Closes
29 Mar 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Para-planner
Location: Derby
Salary: GBP32,000 - GBP38,000
Additional Benefits: Excellent Benefits Package

Are you hungry and ambitious for more success and responsibility?
Do you ever feel that your current role just isn't fulfilling or rewarding enough?

This is a fantastic opportunity to work alongside a team of dedicated professionals for a well-established and ambitious IFA firm. If you are looking for a career, with genuine opportunities to become part of a very successful team and add genuine value to the business then this is it!

About the Role:
Our client is looking for a confident, talented and enthusiastic Para-planner/IFA Administrator who has worked within a Wealth Management or IFA organisation, who has a good understanding of Financial Planning. Working closely with the adviser, you will provide technical support across all areas of holistic Financial Planning, including retirement planning, tax planning & investment management.

Essential Skills:
A good understanding of Financial Planning.
Successfully attained or working towards Diploma in Financial Planning
Experience of Microsoft Word and Excel
Strong organisational skills

Desirable Skills:
Good working of IT software such as Intelliflo or similar
Previous experience within a para-planning role is an advantage

If you feel this is the role for you, please get in touch