Job Details
Paraplanner
Sector:Financial Services
Region : Greater London
Location: Isle of Dogs
Salary: Salary c. 30K, plus bonus and benefits
Job Ref.: 144966A
Job Information
My client, an established firm of IFA’s and Wealth Managers are presently looking to expand their team by recruiting an experienced Para planner/administrator. The successful candidate must have previous financial office experience and be keen to progress with industry qualifications.Working for a small/medium sized IFA.
Qualifications
Ideally will be progressing toward diploma.
Experience
Must have experience in researching and writing suitability reports for clients.
Minimum 3 years’ experience working within an IFA.
Good knowledge of pensions/investments and protection
Personal Attributes
Hard working
Ability to work under pressure
Motivated
Conscientious
Personable
In return the client is offering a salary to £30K, plus bonus and benefits.