Financial Paraplanner
- Location:
- Colwyn Bay jobs
,
Clwyd jobs
- Salary:
- 25,000 (Circa). OTE Uncapped.
- Company:
- LETTERBOX RECRUITING LTD
- Job type:
- Permanent jobs
- Date posted:
- 12/11/2009 15:42
- Job id:
- 45928155
- Contact:
- Heather Shafer
- Ref:
- Totaljobs/HS3102
My client is well established professional firm of Financial Advisors, currently undergoing a restructure they are looking to recruit a Paraplanner to work alongside one of their current IFAs.
You will be responsible for preparing all cases for clients, including liaison with the client and the Advisor, investigation and research into requirements and suggestions for proposed action.
The successful candidate will be required to work alongside the Advisor in a support capacity but take responsibility for your own workload, including presenting cases to clients, documenting and logging all actions and eventually closing the file.
The ideal candidate will be experienced within financial services and either qualified to level 4 or working towards this level of study. You will be able to handle a large client base in addition to those that you bring with you. You will have working knowledge of pensions and investments and be comfortable and confident in handling these cases independently where required.
You will benefit from a well established, large database of active clients, within a company that is looking to create a succession plan, offering real potential to advance quickly within your career. In addition, you will be based within a modernised and spacious working environment, alongside a friendly yet hard working team, with experienced and professional support staff.
Operating standard office hours (9:00am - 5:00pm) with a degree of flexibility from both sides as per business demands, 25 days holiday + Bank Holidays and the option of a stakeholder pension scheme.
You must be a UK / EU National or already be a resident in the UK and have a current Work Permit to be considered for this position. We do not provide sponsorship. All shortlisted applicants will need to be able to attend an interview at one of our offices in North Wales.
*Finance* *Financial* *Planner* *Planning* *Colwyn Bay* *Conwy* *North Wales* *Money* *Banking*
