Financial Paraplanner

Recruiter
Bennett and Game Recruitment LTD
Location
Chichester
Salary
£28000 - £38000 per annum + Bi-annual Bonuses
Posted
08 Apr 2019
Closes
30 Apr 2019
Sector
Accountancy
A prestigious and well established IFA practice are seeking a new Paraplanner to join their friendly and fast-paced team based near Chichester. The successful Paraplanner will have strong financial administration experience within an IFA practice and will have previous worked in a similar role alongside Financial Advisors. The Paraplanner will be an essential asset to the company, providing direct assistance to the Financial Advisors and maintaining client files, producing reports and carrying out market research. Paraplanner Position Overview Maintain client files Produce research reports for clients Prepare suitability letters Complete application forms Ensure compliance paper-work is in order Make changes to clients' investments & implement chosen investment strategies Paraplanner Position Requirements Level 4 Diploma qualified or part qualified Previous experience within an IFA Practice is essential High level of analytical capability and good communication skills Excellent tem working mentality 2 Years' experience in a previous role Paraplanner Position Remuneration Salary £28,000 to £38,000 dependant on experience Bi-annual bonuses Excellent holiday incentive Excellent working environment and social benefits Child care vouchers, company pension scheme Bennett & Game Recruitment are acting as a Recruitment Agency in relation to this vacancy. We, Bennett and Game Recruitment, a technical recruitment agency based in Chichester are acting as a Recruitment Agency in relation to this vacancy. Join us on Twitter, Facebook or LinkedIn - Search Bennett and Game Recruitment.

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