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