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Senior Paraplanner

Job LocationPlymouth
EducationNot Mentioned
Salary£35,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Salary up to £45k DOE | Competitive Benefits PackageOur client, one of the South West’s leading firms of Independent Financial Planners are seeking a Senior Paraplanner to join their experienced team based in Plymouth.What will you be doing

  • Review client files, portfolios, and products
  • Assist with or prepare full suitability reports
  • Research the most suitable product and tax wrapper
  • Prepare research on existing investment and pension funds
  • Maintain client relationships
Skills & Qualifications:
  • Part or fully qualified level 4 CII or LIBF candidates considered
  • Experience of working in a similar role in Financial Services
  • Ability to work under your own initiative
  • Excellent Standard of education with a desire to further develop Knowledge of a wide range of complex cases
The Benefits:
  • Competitive employee benefits package
  • Training and qualifications programme available
  • Company pension
Recruitment Consultant: Joanne HowellRef: 10108

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