Paraplanner
- Recruiter
- Anonymous
- Location
- Watford
- Salary
- Competitive
- Posted
- 28 Nov 2018
- Closes
- 26 Dec 2018
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Our dynamic financial advisory firm is looking for a Paraplanner with DB pension report writing experience, could that be you?
The Company
This growing boutique wealth management firm established in 2011 and has continued to grow from strength to strength. They specialist knowledge helps guide and steer their clients throughout their financial journey. They are looking to recruit an experienced Paraplanner to support their 2 Principal Advisers.
Roles and responsibilities
A key element of your role as their Paraplanner will be to undertake research and report writing on Final Salary / DB pension transfer cases. As such, you should be providing high quality, detail orientated and compliant financial planning support. You will benefit from advice being pre-checked and utilising prepared report letters to tailor to the client's individual needs.
Training and development
Whilst they are looking for an experienced Paraplanner individual, they strongly believe in continued development and will help / support you in obtaining further specialist qualifications or training to enhance your knowledge.
Requirements to be considered
In order to be considered, you should possess Final Salary / DB pension transfer report writing experience as a Paraplanner. Plus have minimum 3 years experience of paraplanning duties. Furthermore, you should have a positive, dynamic approach to your work and be keen to be part of a successful business.
Benefits
* Salary of GBP40,000 plus pension and car parking paid for
* Located within 5 minutes from Watford train station, therefore excellent transport links closeby
* Joining a team of 2 Financial Advisers, 2 Mortgage Advisers and 2 Administrators
* Fantastic growing business that continues to develop into a bigger and better advisory firm
Locations
* Watford
Apply now or call David Fletcher Regional Recruitment Consultant on (Apply online only)
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltdfor any loss or damage which may arise out of any person relying on or using any information within this advert
The Company
This growing boutique wealth management firm established in 2011 and has continued to grow from strength to strength. They specialist knowledge helps guide and steer their clients throughout their financial journey. They are looking to recruit an experienced Paraplanner to support their 2 Principal Advisers.
Roles and responsibilities
A key element of your role as their Paraplanner will be to undertake research and report writing on Final Salary / DB pension transfer cases. As such, you should be providing high quality, detail orientated and compliant financial planning support. You will benefit from advice being pre-checked and utilising prepared report letters to tailor to the client's individual needs.
Training and development
Whilst they are looking for an experienced Paraplanner individual, they strongly believe in continued development and will help / support you in obtaining further specialist qualifications or training to enhance your knowledge.
Requirements to be considered
In order to be considered, you should possess Final Salary / DB pension transfer report writing experience as a Paraplanner. Plus have minimum 3 years experience of paraplanning duties. Furthermore, you should have a positive, dynamic approach to your work and be keen to be part of a successful business.
Benefits
* Salary of GBP40,000 plus pension and car parking paid for
* Located within 5 minutes from Watford train station, therefore excellent transport links closeby
* Joining a team of 2 Financial Advisers, 2 Mortgage Advisers and 2 Administrators
* Fantastic growing business that continues to develop into a bigger and better advisory firm
Locations
* Watford
Apply now or call David Fletcher Regional Recruitment Consultant on (Apply online only)
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information are given in good faith and FM TOP JOBS Ltd uses all reasonable efforts to ensure that it is accurate. However, FM TOP JOBS Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by FM TOP JOBS Ltdfor any loss or damage which may arise out of any person relying on or using any information within this advert