Paraplanner
- Warrington
- Posted 23rd Jan 2012
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Posted by:
New Careers
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Salary:
£25,000
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Job Type:
Permanent
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Reference:
07181
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Job Description
A great opportunity has arisen to join this successful Independent Financial Advisory business as a Paraplanner.
Your role as Paraplanner will include: Product research - Producing suitability letters - Providing accurate reports based on clients' financial needs - Processing new business compliantly and in a timely manner - Maintaining existing business - Preparing client portfolio valuations - Liaising with clients
Professional Qualifications Required: Certificate in Financial Planning or equivalent
The Person: You will have gained relevant experience in Paraplanning, within an IFA environment - hard working with a good eye for detail - computer literate - in-depth industry knowledge
About New Careers: As an agency we specialise in Financial Services Recruitment and have a number of Paraplanning / Financial Services Support, Pension Administration, and IFA roles available throughout the Midlands, Yorkshire and the North East.
Please click the apply button below to send a copy of your CV.
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