Paraplanner

Recruiter
Sales Force 10 Recruitment
Location
Leamington Spa
Salary
From £35,000 to £40,000 per annum + Benefits
Posted
23 Oct 2018
Closes
21 Nov 2018
Contract Type
Full Time
My client a growing, respected and successful Independent Financial Adviser firm in Leamington Spa, Warwickshire seeks a Paraplanner. The business has seen organic growth as well as growth via acquisition.

This is a full time opportunity to join a firm where you shall be working in a team environment and have support from the Directors.

The key duties will be to manage a portfolio of clients and provide recommendations of investments. Suitability reports, report writing and analysis in collaboration with Advisers will be a key duty.

As Paraplanner you will be client focused and gain a thorough understanding of the client's background and objectives. Working closely with in-house Advisers, you will ensure the client is satisfied with the solutions provided.

The client seeks a candidate who may have completed the Financial Planning diploma (DipFA level 4), however, if you have not completed the certificate/qualification, you will still be considered for the post. Study support would be available.

Suitable candidates will have relevant experience and have worked in an Independent Financial Adviser or Wealth Management firm.

The salary on the table is very good, up to £40,000 (depending upon experience) plus company benefits.

Interested candidates should forward their CV.

This job was originally posted as www.totaljobs.com/job/83798292