Paraplanner : Macclesfield : to c£35,000 basic + benefits
Your new company
A new opportunity has arisen to join a well established and growing firm of IFAs. The culture of the company is very friendly and relatively informal environment.
Your new role
As well as providing technical support to advisers, you will be a key point of contact for clients for all technical enquiries and queries. This role will suit someone who enjoys client contact and wishes to utilise their technical knowledge. Key responsibilities include identifying solutions to suit client's needs, carrying out product and fund research, preparing suitability reports.
What you'll need to succeed
Previous experience of working within a firm of IFAs / Wealth Management Advisers in a paraplanning role is essential together with strong report writing skills and research skills. Level 4 Diploma desirable or close to achieving. Good knowledge of investments and pensions is essential.
What you'll get in return
In addition to a competitive basic salary, this is an opportunity to join a progressive and growing business in a role which will be technically challenging and enable you to enhance your skills and experience.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
- Technical Support
- IFA Technical Support