Paraplanner

Recruiter
Anonymous
Location
Norwich
Salary
26000.00 - 30000.00 GBP Annual + GBP26000 - GBP30000/annum
Posted
18 Apr 2017
Closes
02 May 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner
Norwich
GBP26,000 - GBP30,000

Local client based in Norwich are looking for a Paraplanner to join their small friendly team. This role is to provide paraplanning support to a team of Financial Planners and Managing Director. As you will be the sole Paraplanner, you will be required to manage your time between the team.

37.5 hours per week - Monday to Friday 9am - 17:00 pm
Exam support provided.

Providing support to the Financial Planners, research and analysis of suitable solutions to meet client objectives
Preparation of recommendations
Use of research tools
Financial Analytics
Review and update approved fund panel including meeting with fund managers to assess their fit for the business
Attend regular CPD events and other training to continue professional development
Platform knowledge, essential. Aviva, Elevate, Prudential, Standard Life & Transact - desirable
A minimum of two years within a paraplanner role
Diploma level qualified/studying towards or equivalent

To be successful in your application, you will have experience of all of the above duties along with working experience within a paraplanning role. If you're looking to make the move to take on more responsibility, this fantastic opportunity is for you