Report Writer/Paraplanner – Poole

  • Employed
  • "Poole"

recruitukltd Salary: up to £33k

Our client, a reputable financial services company who specialise within investment and pensions is looking to expand their back-office team.

They are currently looking for someone with IFA/Wealth management experience to step into a report writing role. This role would suit a senior administrator looking to gain report writing experience. The company has a great benefits package and provide full exam support.

General Paraplanning duties will include:

Report writing

Supporting the Advisers across the office locations

Processing new business

Researching financial solutions

To be considered for this role you must have previous IFA/wealth management writing experience. Hold some of the financial planning qualifications and have excellent analytical skills. As you will be conversing with client you must have excellent interpersonal and communication skills.

A competitive salary of up to £33k is on offer along with the following benefits: 25 days holiday plus bank holiday, 5% employer pensions contribution, x4 DIS, Income Protection and full exam support.

For more information please contact us on 01179 450450 and quote reference 11714

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