Job Details

I am working with a Cheshire based IFA company. They have a team of experienced, Independent Financial Advisers offering private and corporate clients quality holistic financial planning advice. As independent financial advisors (IFA) and wealth managers, they are committed to providing objective and comprehensive advisory services. They are pension and investment specialists and aim to motivate and help clients fully understand and organise their financial arrangements: to create, preserve and protect capital and achieve their desired lifestyle objectives.

Due to their continued success and growth, they are looking for an experienced paraplanner to join their team to work with them at their offices in Northwick.

The successful applicant will ideally be Level 4 Diploma in Financial Services qualified, or part qualified with experience in a paraplanning role.

The nature of their work sees them write mainly pension and investment business, so someone with expertise in particular in pensions would also be advantageous.

You will need to have excellent report writing skills, attention to detail and excellent interpersonal, listening and numerical skills. They have an ethical approach to advice and the client is at the heart of all that they do. Client service skills are highly valued from someone with effective time and caseload management abilities

On Offer:
• Basic salary up to £32,000
• Flexible working hours
• Excellent benefits package including 25 days holidays, Pension + DIS
• Friendly Office Environment, regular team building events
• Offices situated just 5 mins off the M6, free on-site parking
• Office closed between Christmas and New Year holidays
If you are interested in applying for this role please contact Andrew Nicholson at Recruit UK on 01179-170415 and quote reference 12759

I am working with a Cheshire based IFA company. They have a team of experienced, Independent Financial Advisers offering private and corporate clients quality holistic financial planning advice. As independent financial advisors (IFA) and wealth managers, they are committed to providing objective and comprehensive advisory services. They are pension and investment specialists and aim to motivate and help clients fully understand and organise their financial arrangements: to create, preserve and protect capital and achieve their desired lifestyle objectives.

Due to their continued success and growth, they are looking for an experienced paraplanner to join their team to work with them at their offices in Northwick.

The successful applicant will ideally be Level 4 Diploma in Financial Services qualified, or part qualified with experience in a paraplanning role.

The nature of their work sees them write mainly pension and investment business, so someone with expertise in particular in pensions would also be advantageous.

You will need to have excellent report writing skills, attention to detail and excellent interpersonal, listening and numerical skills. They have an ethical approach to advice and the client is at the heart of all that they do. Client service skills are highly valued from someone with effective time and caseload management abilities

On Offer:
• Basic salary up to £32,000
• Flexible working hours
• Excellent benefits package including 25 days holidays, Pension + DIS
• Friendly Office Environment, regular team building events
• Offices situated just 5 mins off the M6, free on-site parking
• Office closed between Christmas and New Year holidays
If you are interested in applying for this role please contact Andrew Nicholson at Recruit UK on 01179-170415 and quote reference 12759

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