Job Details
Paraplanner
Sector:Financial Services
Region : North West England
Location: Liverpool
Salary: £28,000 - £40,000
Job Ref.: 69004
Job Information
Working in partnership with a Chartered Financial Planners in Liverpool 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 competitive salary along with support with any further exams.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Rebecca
For further information please contact me on 0161 638 8627, email Rebecca.hunt@cameron-james.co.uk