Paraplanner
- Recruiter
- Taylor James Professional Recruitment LTD
- Location
- Chelmsford
- Salary
- 40000.00 GBP Annual + 00
- Posted
- 01 Jan 2019
- Closes
- 28 Jan 2019
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Our client, a boutique award winning firm of financial planners are looking to appoint a technical Paraplanner to join their highly experienced team on a permanent basis.
Full job specification available on request.
Working closely with one of the firm's Senior Partners, duties and responsibilities will include:
- Writing and tailoring high quality suitability letters based on consultation with the Adviser
- Attending client meetings (when required)
- Extensive product research surrounding the key financial products in order to arrive at the most suitable recommendations
- To complete compliant suitability reports
The Person:
- Level 4 Diploma (or close to completion) essential
- Experienced in dealing with High Net Worth clients (desirable)
- Reliable and diligent
- Excellent working knowledge surrounding the key areas of Financial Planning
- Strong commercial and technical knowledge
- Personable and professional
In return this opportunity offers a starting salary between GBP35,000 & GBP40,000 in addition to an attractive benefits package.
To be considered for this opportunity, please call Paul Taylor on 0 or submit the latest version of your CV.