Paraplanner

4 Days Old

Ourclient,amultipleaward-winningfirmoffinancialplannersinsouthManchesterarelookingtoappointaParaplannertojointheirhighlyexperiencedteamonapermanentbasis. homeworking*- Candidatescanbeeitherofficebasedorworkonaremotebasis,withveryinfrequentofficevisitsrequired(e.g.oncepermonth) Workingcloselywiththeadvisers,dutiesandresponsibilitieswillinclude: WritingandtailoringhighqualitysuitabilitylettersbasedonconsultationwiththeAdviser Extensiveproductresearchsurroundingthekeyfinancialproductsinordertoarriveatthemostsuitablerecommendations Tocompletecompliantsuitabilityreports ThePerson: Level4Diploma(orclosetocompletion)(essential) ExperiencedindealingwithHighNetWorthclients(desirable) Reliableanddiligent ExcellentworkingknowledgesurroundingthekeyareasofFinancialPlanning Strongcommercialandtechnicalknowledge Personableandprofessional Inreturnthisopportunityoffersabasicsalaryofbetween£35,000&£46,000,homeworking,fullstudysupport,bonusesandfantasticbenefitspackage.
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Location:
Alderley Edge
Salary:
£45,000
Job Type:
FullTime
Category:
Accounting & Finance

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