Paraplanner – Part Time

Job details

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Location Leatherhead, United Kingdom
Date Posted 15th February 2019
Category Para Planners
Sector Investment
Pensions
Retirement Planning
Wealth Management
Salary FTE to £40000 + 30 days holiday and benefits
Industry Financial Services, IFA
Education N/A
Professional Quals Some RO's ideally..
Work Hours Negotiable
Reference 5000
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A

Description

Paraplanner - Part or Full Time

Leatherhead

FTE to £40000 + 30 days holiday and benefits

To work for a successful and growing IFA practice. The role is to help the MD with new and existing clients in the creation of advice reports and technical analysis, whilst offering the highest level of service to the company clients.

You will be producing detailed and structured financial planning reports, liaising with the MD to ensure individual cases are completed accurately and quickly. You will be using Voyant software to produce cashflow modelling, product research and investment analysis as well as maintaining the company’s database and online client files with relevant information.

You must have previous  experience within the UK IFA  market, excellent communication skills and knowledgeable in the advice process and ideally aiming to achieve level 4.

Ref: 5000 

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).