Paraplanner

Recruiter
We Are SSG
Location
Preston, Lancashire
Salary
£30,000 per annum
Posted
23 Jun 2019
Closes
27 Jun 2019
Ref
1156089564
Sector
Accountancy
As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join a highly regarded IFA in Lancashire The successful candidate will work within an established team who specialise in all areas of Financial Planning and particularly Investment products. The Role: Research and analyse products that are appropriate to the client's circumstances and needs Prepare detailed reports and suitability letters Assist the Advisers with the day to day management of client relationships Obtaining illustrations and quotations Dealing with technical queries Keeping up to date on legislative and regulatory issues Ensuring that research and reports are compliant with company and legislative requirements Attend client meetings when required The Candidate: Diploma Level 4 qualified or working towards qualification Able to work on own initiative Good attention to detail Strong communication skills Well organised with the ability to effectively prioritise The role offers: An attractive and competitive remuneration / rewards package including support to complete industry qualifications True career progression opportunities This is a rare opportunity to join a highly respected organisation who offer a supportive and professional working environment.

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