We are working with a FTSE 100, global financial services provider with £100bn funds under management and over 16m customers worldwide. They offer sophisticated financial planning to a range of clients with differing financial requirements and needs.
Their office in Chester is seeking an experienced paraplanner to join them to provide assistance to their financial advisers. The role will see the successful candidate produce in-depth reports and analysis to advisers in preparation for client meetings. Liaison with Advisers to determine most appropriate recommendations and also to maintain a thorough understanding of TCF guidelines, the FCA handbook and regulations as well as internal policies and procedures.
The successful candidate will need to be diploma qualified or 75% towards achieving. You must have worked in a similar environment and in a similar role previously as well as have a thorough understanding of the full advice process and a strong product and technical knowledge.
In return, my client is offering a competitive salary as well as extensive benefits including and not restricted to:
- Share Save Scheme
- Offers and Discounts with retailers and restaurants
- Season ticket loans
- Flexible holiday
- Bonus Scheme
- Pension Scheme
If you believe you have the relevant skills and experience and you meet the requirements of the role, then you can apply for the position by sending your CV to [email protected]
or calling her on 0117-9450-45.
Please quote reference 2983 on applying.
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