|Location||Horsham, United Kingdom|
|Date Posted||24th January 2020|
|Salary||£35000 to £40000 + benefits inc pension and excellent quarterly bonus.|
|Industry||Financial Services, IFA|
|Professional Quals||Working towards the diploma in Financial Planning level 4|
|Hiring Company||Recruitment Connection Ltd|
£35000 to £40000 + benefits inc pension and excellent quarterly bonus.
My client is an award winning chartered financial planners providing holistic financial planning and discretionary fund management.
They are seeking a compliance orientated paraplanner who will have the opportunity to create and maintain the suite of suitability reports used by the company AR’s of the network. The provision of suitability letter templates will support the AR’s in delivering financial advice to their clients in a compliant manner. The role could well suit someone with paraplanning experience but maybe see’s there future career in compliance.
You must have a
- Minimum 3 years Financial Services industry experience, including previous paraplanning experience.
- Excellent knowledge of retail investment, savings, pension and protection
- Excellent knowledge of suitability report content, format and
- Prior experience of drafting suitability
- Progress towards level 4
The company offers a superb supportive office environment, numerous industry awards and genuine career progression.