Paraplanner - Cheshire: Salary GBP30,000 - GBP40,000 Free Parking
- Recruiter
- Prestige Recruitment Group
- Location
- Cheshire
- Salary
- 30000.00 - 40000.00 GBP Annual
- Posted
- 07 Oct 2019
- Closes
- 23 Oct 2019
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
Paraplanner - Cheshire: Salary GBP30,000 - GBP40,000 + Free Parking
Prestige Recruitment Group are proud to be working with a South Cheshire based Chartered IFA Practice who have been established for 10+ years . Due to continued growth they are looking to recruit an additional Paraplanner to join their team.
The Role:
- Proactively working alongside and supporting the Financial Advisors
- Provide technical research and support to the Financial Advisors in the office and be the main point of contact for technical support queries
- Preparing Suitability reports
- Working on client reviews and monitoring them on behalf of the IFA's
- Carry out compliance procedures
- Assisting with the investment processes
You:
- Paraplanning experience is essential for this role
- Ideally have experience with suitability reports
- Ideally Level 4 Diploma Qualified or working towards
- Must have strong technical Investment & Pensions knowledge
Feel free to contact Philip Gordon at Prestige Recruitment within our Financial Services Division on / . Also contactable via email .
Prestige Recruitment Group are specialist Financial Services recruiter and work with Wealth Management firms across the North West.
We get so many applications that 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 this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.
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PLEASE NOTE: Unfortunately due to the volume of applications being received we can only respond to those offering the relevant experience as outlined in the advertisement. If you have not heard from us within 48 hours, then you may presume that your application has been unsuccessful.