Job Details

Paraplanner

Sector:Financial Services

Region : North West England

Location: St Helens

Salary: Salary negotiable

Job Ref.: CL2411PPD

Job Information

We are recruiting for an independent firm of Financial Advisers in St Helens who firstly require a Paraplanner and also a Financial Adviser to join the team. They have been established for many years offering a comprehensive financial planning service for all investment and protection needs to their clients:

Level 4 Paraplanner, will need to have experience of working one to one with an adviser and they must have experience of dealing with legacy products such as:

Executive Pension Plans

Section 226 Policies

Deferred and Guaranteed Annuity contracts.

Also be conversant with using the following software packages:

Intelligent Office (IO) - essential

Selecta pension - essential

ATEB Suitability Report Software - not essential

Please apply online or contact Cameron James for full details.