Posted 6 February by Reed Insurance Ending soon
Smaller scale successful IFA practice based within Poole are looking to bring on board a Paraplanner to work alongside their current Adviser, Mortgage team, Paraplanners and Support team of 3. 

My client is looking to speak to individuals with previous Paraplanning experience, both Qualified and Non Qualified

Flexible working hours of offer, free parking, 3% pension match, support towards L4 Diploma.

Salary circa £30,000, fully negotiable for the right candidate.

Preparing and maintaining client files
Carry out research for the Practice Principle client meetings
Preparing recommendations
Implementing recommendations
Prepare suitability letters in accordance with the agreed recommendations
Act as main technical point of contact and deal effectively with queries from clients and other parties

Please apply online today or send your most upto date CV to

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33364570

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