Experienced Paraplanner Wanted - Cirencester

Posted 8 February by Recruit UK

This is a great opportunity to join a small, yet successful Financial Advisory firm, who really recognise their employees and offer a family feel team environment but provide the benefits and salary that competes against the rest.
Based in a beautiful area on the outskirts of the Cotswolds, this firm have been established for over a decade and they provide fully comprehensive Independent financial advice to a range of clients across the South West.
The role of the paraplanner will involve working closely with an IFA, researching products and extracting information from client files to prepare plans and recommendations; Producing suitability reports, understanding and adhering to compliance, carrying out adhoc duties when required and acting as point of contact for clients and consultants
The ideal candidate will have at least 2 years’ experience within a paraplanning/support role function and hold the level 4 diploma.

For more information on this role please contact Louise Bibb on 01179-170416

Quote reference 12278

Application questions

Do you have at least 2 years’ experience within a paraplanning/support role?
Do you hold the level 4 diploma?

Reference: 34429476

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