Job Details
Paraplanner
Sector:Financial Services
Region : South East England
Location: Southampton
Salary: discretionary bonus
Job Ref.: FS700SW
Job Information
Financial Services. Paraplanner Vacancy. North Southampton. £30,000 - £40,000. Free Parking - very close to the train station. Discretionary Bonus Scheme. Normal Working Hours 9am : 5pm (no evenings or weekends). Auto-enrolment.The role is with a very successful Financial Planner in Southampton, the role will be busy, varied and interesting.
Duties will include but will not be limited to:
• To provide technical and research support to the financial planners.
• Production of Suitability Reports
• Conduct Fund Research
• Take into consideration wider circumstances; tax position, income etc
• To attend Client Meetings
• Complete new Business Processing when required
• Complete Administration as required
• You do NOT need the Level 4 Diploma
This is an excellent opportunity with a successful practice, the team is very sociable and whilst you`ll work hard, you`ll have fun too.
The successful candidate must have previous experience within the Financial Services and ideally have at least 2 years` Paraplanning experience.
For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong for further information please contact me on 0161 638 8627, email simon.wong@cameron-james.co.uk