Senior Paraplanner/Paraplanner

5 days left

Recruiter
Anonymous
Location
Lancashire
Salary
30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum DOE
Posted
28 Jul 2017
Closes
25 Aug 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Our client, a high profile, successful, boutique financial planning/IFA Practice that provides a wealth management service to existing clients are seeking an ambitious, driven and passionate Paraplanner to join their existing private client support team.
The role will be to provide full paraplanning and technical support to the chartered Financial Planners and work along-side the existing support staff. Your duties will include: product research, writing client reports and completing reason why letters.
Candidates should ideally have experience as a Paraplanner dealing with a wide spectrum of clients including HNW private clients and be qualified/part qualified QCF Level 4 (Regulated Diploma in Financial Planning), however this is not essential
This is an great opportunity to join a successful business with excellent opportunities for career progression.
Salary GBP30,000 to GBP40,000 DOE plus attractive benefits package