Paraplanner

Recruiter
Anonymous
Location
Carlisle
Salary
24000.00 - 28000.00 GBP Annual + GBP24000 - GBP28000/annum
Posted
09 May 2017
Closes
06 Jun 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My client is currently looking for an experienced Paraplanner to join their team in Carlisle.

The company specialises in retirement planning, investment solutions, tax planning, cash-flow modelling and also advise on life assurance and other protection needs.

The successful applicant will be joining their existing team of Paraplanners, working closely with their Financial Advisers conducting research and writing client reports and preparing paperwork for client meetings.

A sound knowledge of pensions, investments and life assurance, including a good understanding of the tax treatments and associated risks in each area of advice is essential.

Ideally you will hold the Diploma in Financial Planning (or equivalent) or be actively working towards this qualification. High standards of maths and English and diligent attention to detail are required. You should be able to work on your own as well as part of a team.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful