Paraplanner
- Location:
-
Bristol (BS1) jobs
- Salary:
- Basic of £25-30k
- Company:
- Switch Recruitment
- Job type:
- Permanent jobs
- Date posted:
- 13/11/2009 15:37
- Job id:
- 45940205
- Contact:
- James Watson
- Ref:
- Totaljobs
Our client, a leading national IFA, currently requires a Paraplanner to join their growing team dealing with HNW clients.
Candidates will be required to:
- Research products provide appropriate recommendations to IFA’s in all areas of financial planning.
- Prepare reports and letters providing advice
- Maintain client information accurately
Experience:
- Previous experience of working as Paraplanner (or equivalent) within a professional IFA practice
- FPC or Certificate in Financial Planning
- Progress towards AFPC or Diploma in Financial Planning
- Ideally candidates will have previous report writing experience
In return candidates can expect to receive a competitive basic of £25-30k as well as an excellent flexible benefits package.
