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Posted 2 February by Reward Recruitment Easy Apply Ended



£30,000 to £35,000 subject to experience

Our client is a Chartered Financial Planning Firm, who support professional and executive clients looking for tax planning, protection, retirement and investment advice, including advice for those who wish to buy property as part of their pension portfolio. They are currently looking to recruit a Paraplanner to join their experienced and established team within their Clitheroe office.

Paraplanning duties will include report writing, research, financial and investment reviews and a high level of client contact including attendance at client meetings. You will provide full support as and when needed to the Independent Financial Advisors.

You will be an experienced Paraplanner within an IFA environment, ideally with Level 4 or good progress towards. You will demonstrate excellent technical knowledge, awareness of current markets and an understanding of the industry regulations whilst displaying the proactive attitude required in this fast paced environment.

To apply please send your CV immediately to Stuart at Reward Recruitment or contact him directly for a discreet and confidential chat.

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Paraplanner
  • Level 4

Reference: 34382059

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