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Technical Paraplanner

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Salary Competitive
Type Permanent
Location Preston
Sector Investment & Middle Office
Job Reference UK2A/MAS/28547
Contact BRUIN Financial
Date posted 10-04-2018

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;

Fund/Product Research
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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