Job Information

Working in partnership with a well-established Financial Planners in Wolverhampton, 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;

• Drafting client suitability reports for pensions, investments & DB transfers
• Researching and analysing products, providers, and funds.
• Producing pension and investment projections and client reviews.
• Keeping appraised of Trusts, taxation and estate planning principles.
• Compliance checks on client files.

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

In return you will receive a salary of up to £45,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.

You will also receive a competitive pension and holiday benefits.

FREE CAR PARKING PROVIDED.

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

For further information please contact me on 0161 638 8627, email rebecca.hunt@cameron-james.co.uk, or APPLY online at http://cameron-james.co.uk/