Job Information

Working in partnership with a Financial Planners in Sutton Coldfield, I am currently recruiting for a Paraplanner to join a 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.

You must have experience within a similar role for at least 3 years or more.

IN RETURN THEY OFFER A COMPETITIVE SALARY THAT IS DEPENDENT ON YOUR EXPERIENCE.

Experience using Adviser Office, Truth & ONM are desirable but not essential.

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
• Attending Adviser meetings as and when required
• Dealing with Client queries daily
• All other duties as required

The successful Paraplanner must have worked within a Financial Planners doing a similar role.

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

For further information please contact me on Rebecca.hunt@cameron-james.co.uk or 0161 638 8627