Job Details

Paraplanner

Sector:Financial Services

Region : South East England

Location: Crawley

Salary: salary Neg DOE

Job Ref.: CL1209MMPP

Job Information

The Company:
A chartered Firm of Financial Advisors based in Crawley with offices throughout South East England. Established and very well respected require an experienced Paraplanner.

ROLE DESCRIPTION

Researching Products to find the most appropriate for the client

Creating Suitability Reports
Analysing Clients Portfolios
Ideas to develop Clients propositions
Knowledge of Voyant and reports or similar
Required:
Diploma CII Qualified



What’s in it for me£
Salary £37,500
20 days holiday plus statutory and 1 day for every year service
3% non cont Pension

Shift hours i.e. for travelling to London Office
0900-1730 Mon to Fri