Switch Recruitment
Stoke Pound
15 Jan 2019
20 Feb 2019
Contract Type
Full Time

Our client, an expanding and award winning Wealth Management and Employee Benefit Groups who look after multiple FTSE100 clients, currently requires a Paraplanner to join their private client IFA division following continued growth.

Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports / suitability letters / pension transfer analysis reports, Handling technical client queries etc.

Candidates need to ideally be educated to degree level and be Level 4 / Diploma qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package.