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Senior Paraplanner

Salary:
£35,000 per annum
Location:
Upminster
Company:
Heat Recruitment

Description

Our client is looking for an experienced individual to join their growing IFA practice. The successful person will be responsible for writing suitability reports, producing quotations and research.

You will have existing IFA experience, possess excellent attention to detail. Ideally you will have your level 4 diploma and be keen to continue to increase your knowledge and develop in your role

The business prides them self on delivering a really great service to their HNW clients and are looking for someone who can support them in doing this by having the capabilities to assist them in developing the systems and services as they continue to grow.

Duties and Requirements:

  • Writing suitability reports
  • Completing research and quotations
  • Working directly with Advisors
  • Client liaising
  • Keeping files up to date
  • Compliance

Skills and Qualifications:

  • Must have experience in an IFA practice
  • Must have some Financial Services qualifications
  • Experience writing suitability reports is essential
  • Knowledge of Investment platforms

Synonyms: Paraplanner

*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


This job was originally posted as www.totaljobs.com/job/90635180
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