Paraplanner - Tamworth - f/t or p/t

Recruiter
Clark James
Location
Tamworth
Salary
25000.00 GBP Annual
Posted
02 Aug 2017
Closes
30 Aug 2017
Function
Consultant
Contract Type
Permanent
Hours
Full Time

A firm of Independent Financial Advisers with an excellent reputation has an opportunity for an experienced Paraplanner at their offices in Tamworth.

This newly created role will support independent financial advisers with research and report writing services.

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The main duties of this role include;

Provide technical assistance for financial advisers

Carry out research supporting advice recommendations

Prepare suitability reports for pension, investment and protection based advice

Maintain compliant files

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Candidate requirement;

The ideal candidate will offer skills supporting IFA's in a similar role

They will be able to work towards deadlines and prioritise workloads

Be professional, organised and offer good communications skills both written & verbal

Industry qualifications are desirable but not essential

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This is an excellent opportunity to join a well-regarded Midlands based practice offering a supportive, warm and friendly workplace.

Full or part-time contract available

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Please visit the Clark James website for further details on this and other Financial Services opportunities..

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Posted by Keith Enright at Clark James Recruitment