Job Information

Working in partnership with a regional Independent Financial Advisers in Bolton I am currently recruiting for a Paraplanner to join their smaller yet highly experienced team.

As a Paraplanner you will work alongside the Financial Advisers, 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
• Maintain up to date industry knowledge and awareness by attending training days

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

In addition this business is has the capacity to train and develop a Technical IFA Administrator who has experience using research tools and writing general/basic suitability reports, and is ready for the next step in their career.

In return you will receive a competitive salary of up to £30,000, full training and development and study support.


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