Job Details
Paraplanner
Sector:Financial Services
Region : North West England
Location: Macclesfield
Salary: £30,000 - £35,000 Negotiable DOE
Job Ref.: RK0199FS
Job Information
Working in partnership with a Chartered Financial Planners in Macclesfield I am currently recruiting for a Paraplanner. I am looking for someone to join their smaller yet experienced team, following a period of growth.As a Paraplanner you will work alongside the Chartered Financial Planners, provide them with dedicated technical assistance and be a key part of the advice process.
Duties will include but will not be limited to;
• Fund/Product Research
• Preparing/Writing Suitability Report Letters
• Preparing and Implementing Recommendations
• 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 or be working towards 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.
*There is an opportunity within this business to progress quickly after starting into Financial Planner or Trainee Chartered Financial Planner position.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Richard Kunman.