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Senior Paraplanner
This job has expired, and cannot be applied for.
- Posted By: EMPLOYMENT SPECIALISTS LTD
- Address:
- Contact: 01473 344950
- Date Posted: 15th Oct 2008
- Salary: £25k - £38k & exceptional bonus
- Location: Stowmarket
- Reference Code:
- Views Since Posting: 71
- Full Description:
This is a very successful IFA with a strong and expanding Client bank and a proactive approach to sales and a focus on exceptional customer service to its High Net Worth clients.
Supporting the Managing Director, you will provide full back office and front office technical support in the form of administering technical documents, sourcing solutions and completing research, preparing technical financial reports and maintaining client records.
Additionally, you will sit in on client meetings and be a key point of contact in the absence of the financial planner.
Technically competent, you will be from a Paraplanning background with excellent pensions knowledge. Ideally candidates will have G60 or equivalent and must be fully FPC/ CFP qualified.
Excellent report writing ability across all financial planning disciplines is essential.
As well as the very attractive salary there is an excellent bonus opportunity combined with superb working environment and career development.
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