Paraplanner

6 days left

Recruiter
Harper Finance
Location
Leicester
Salary
25000.00 GBP Annual
Posted
29 Jul 2017
Closes
26 Aug 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time

Paraplanner required for a Leicester based business. Paying up to GBP35,000 and offering career progression.

Your Paraplanner duties include:

  • Accurately and efficiently support the advisors to enable the achievement of targets
  • Preparing information / comparisons for analysis
  • Review / analyse investment portfolio / asset allocation / risk profile
  • Prepare draft recommendation letters and compliant suitability reports with agreed recommendations
  • Liaise with clients' legal and tax advisers
  • Ensure all compliance paperwork is complete and in order
  • Implementing chosen investment strategies
  • Establish strong client relationships

Skills and experience required:

  • Diploma in Financial Planning or working towards this qualification
  • Previous experience of Paraplanning within an IFA environment
  • Excellent attention to detail and accuracy
  • In-depth understanding of compliance
  • Prioritise and plan own workload

This Paraplanner position based in Leicester is paying up to GBP35,000 PA and offers a progression route for the right person.

For more information on this Paraplanner role based in Leicester, apply with an updated CV ASAP.

Paraplanner

Leicester

Up to GBP35,000 DOE

Full Time

Permanent