Paraplanner

Recruiter
Anonymous
Location
Northumberland
Salary
30000.00 - 45000.00 GBP Annual + GBP30000 - GBP45000/annum
Posted
13 Jun 2017
Closes
11 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My client is a well-established forward thinking Independent Financial Advisers located in Northumberland.

They are looking for a Paraplanner to join there expanding organisation. Ideally you will have experience of working within Pensions & Investments.

Overview

We are looking for a Paraplanner to join our busy team in Northumberland, on a permanent basis working in a strong team-focused environment.

Specific tasks and attributes include:

??? Preparing suitability letters, reports and recommendations for areas including; investments and pensions.
??? Product and fund research
??? Prepare cash flow models
??? Formulate illustrations and proposals whilst undertaking research to support recommendations
??? Provide technical support to complex client queries
??? Working closely within a team of financial planning consultants and administrators

This is an excellent career development opportunity for an experienced paraplanner to join our prestigious firm. In return for experience and hard work, a competitive salary will be on offer, commensurate with experience and abilities.

Essential experience/Skills

* Paraplanning experience
* Level 4 qualification, or Diploma in Financial Planning, or be close to obtaining this
* Excellent communication skills, verbal and numerical
* A keen eye for detail
* A good knowledge of life, personal pensions, trusts and investment products

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer