Job Details

Paraplanner

Sector:Financial Services

Region : West Midlands

Location: Solihull

Salary: £30,000 - £45,000

Job Ref.: 69047

Job Information

Working in partnership with a Chartered Financial Advisers in Solihull I am currently recruiting for a Paraplanner to join their hardworking 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 £40,000.

For further information please call 0161 638 8627 or search `Cameron James Professional Recruitment`, visit our website and Rebecca Hunt.