Paraplanner
Salary
Salary – up to 30,000 (dependent on background and experience)
Location
Job Type
Flexible Working|Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
We are actively working with our client who is a small Chartered Financial Planning company based in Bridgend. They are looking to recruit a Paraplanner who can support their IFA team and provide back office support.
Your duties will include:
¥ Providing full paraplanning support to a small team of advisers
¥ Preparing suitability reports
¥ Researching and analysing products
¥ Dealing with client queries and providing technical assistance
¥ Working with the Administration team
¥ Support the running of the business and business projects
The ideal candidate will have their Level 4 Diploma in Regulated Financial Planning, have strong knowledge of pensions and investments, be technically proficient with strong research skills.
This is an excellent opportunity for an experienced Paraplanner to join an established Chartered Financial Planning firm who are offering a competitive salary with benefits.
Additionally, our client is open to flexible working hours and there is also the opportunity to be involved with the running of the business.
For further information regarding this role please contact Ryan Bartlett on [email protected] or
01179 170410 / 07399 163960
Quote Ref 12918
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.