Paraplanner role - Accountancy IFA firm

Mitchell Hall Consulting
13 Mar 2018
27 Mar 2018
Contract Type

Paraplanner role - Accountancy IFA firm

My client is the reputable financial planning arm of a leading Accountancy practice with a bespoke approach to IFA planning, and are looking to augment their technical team by securing an experienced Paraplanner to work out of their Stoke-on-Trent office.

From day 1, you'll be completing IFA research, cash-flow planning, suitability drafting and dealing with client technical queries, making you a pivotal member of the team. A competitive salary will be on offer for this full time role, depending on experience and qualifications.

Ideally, you'll be experience within Paraplanning and be Diploma/Level 4 Qualified, able to deal with clients and technical queries & the gravitas to work within a leading Accountancy IFA firm in the Staffordshire area.

Click and apply asap, as a short list for this role is being drawn up, as we speak.