Job Details


Sector:Financial Services

Region : North West England

Location: Lancashire

Salary: Negotiable

Job Ref.: 7939

Job Information

Working in partnership with a Chartered Financial Planners in Chorley I am currently recruiting for a Paraplanner to join a very busy team within a fast paced, professional environment.

As a Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients.

Duties will include but will not be limited to;

• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful Paraplanner must have worked within a Financial Planners doing a similar role and must have the Level 4 Diploma in Financial Advice.

In return you will receive a salary of up to £35,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.