Paraplanner

Recruiter
Anonymous
Location
Knutsford
Salary
22000.00 - 24000.00 GBP Annual + GBP22000 - GBP24000/annum
Posted
12 Jun 2017
Closes
10 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
As a result of continued growth, a new opportunity has arisen for a Paraplanner to join my Clients' growing team.

Working within an established team you will support a senior Advisor in Pension Transfer cases. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients' circumstances, prepare detailed reports, and assist the Financial Planners in establishing new client relationships.

You will have already made initial progress with your CII qualifications and be looking to progress further, in addition you will have previous experience of working within an IFA environment.

You will benefit from working for a progressive firm that will encourage you to learn & progress. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

The Candidate:
You will have practical experience and knowledge of an IFA environment, ideally be a driver and happy to commute to Knutsford on a daily basis