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|Sector||Investment & Middle Office|
Working in partnership with a Chartered Independent Financial Planners on the outskirts of Preston I am currently recruiting for a Paraplanner to join a very busy team within a fast paced, professional environment.
As a Paraplanner you will work alongside the Chartered Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.
Duties will include but will not be limited to;
Preparing and Implementing Recommendations
Preparing/Writing Suitability Report Letters
Maintain up to date industry knowledge and awareness by attending training days
The successful Paraplanner must have worked within a Financial Planners doing a similar role and either have or be working towards the Level 4 Diploma in Financial Advice.
In return you will receive a salary of up to £35,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.
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