Posted 12 September by MB Fitzgerald
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Our client a highly successful investment focused IFA based in Surrey are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being considered. Due to the Clients specific requirements candidates should have previous or present active report writing/paraplanning skills within an IFA. The successful candidate will have full FPC and being within 2 exams of Diploma would be a significant advantage. You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.

Reference: 33217661

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