Diploma Qualified Paraplanner

Exchange Street Financial Services
£30,000 per annum
27 Jul 2017
31 Aug 2017
Contract Type
Full Time

Our client, a national financial planning business is currently looking to recruit an experienced Paraplanner to support the leading consultants in the region.

Responsibilities will include product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work. The business has a keen focus on cashflow modelling and provides the necessary support in this respect.

This is a fantastic opportunity for an experienced individual looking to join an ambitious, forward thinking practice offering extensive training and support through further qualifications. The company is growth orientated and is able to accommodate those individuals looking for progression.

It is a pre-requisite that any applicant holds the Diploma in Financial Planning and has paraplanning experience.

Benefits include a pension, free parking and access to the group’s share scheme.