Paraplanner - South Cheshire - Salary: GBP30,000 - GBP35,000
- Recruiter
- Zoot Recruit
- Location
- Cheshire
- Salary
- 35000.00 GBP Annual + 00
- Posted
- 19 Sep 2018
- Closes
- 11 Oct 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Paraplanner - South Cheshire - Salary: GBP30,000 - GBP35,000
Boutique IFA Practice based in Cheshire who have been trading for 15 + years have an exciting career opportunity for a Paraplanner to join the established business.
The Role
- Carry out research and prepare necessary paperwork for Investments, pensions, protection plans and trusts
- Handling technical queries
- Manage own workload
- Dealing with client queries and produce suitability reports in line with the advice provided.
You
- Previous experience within a Paraplanner role is essential, working within a wealth management or IFA environment
- Ideally passed the Diploma in Financial Planning or working towards the qualification
- Use to managing own workload
- If previously worked on "Intelligent Office" software that would be ideal but not necessary
- If have experience working on O&M Pension or Morningstar that would be ideal but necessary
In return you will receive:
- Bonus for passing Financial Industry qualifications
- 27 Days Holiday + Bank Holidays
- Competitive Salary
- Full Exam Support
- Pension
If would like more info on the role, please feel free to call Philip Gordon on Liverpool and I can discuss this role in more detail. I am also contactable via email.
I am also contactable via my LinkedIn.
Zoot Recruit is a specialist Financial Services & Insurance recruiter based in Liverpool covering vacancies within the North West. We are embarking on an exciting growth plan in 2018 with our current team having over 40 year's specialist recruitment experience.
Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.
For further opportunities please visit our website .
We are also on twitter so feel free to follow us .