Paraplanner

Posted 4 April by Switch Recruitment Easy Apply

Our client, an expanding and award winning Wealth Management and Employee Benefit Groups who look after multiple FTSE100 clients, currently requires a Paraplanner to join their private client IFA division following continued growth.

Candidates will be responsible for a range of duties including undertaking technical research and preparation for client meetings (as well as attending client meetings where needed), preparing client reports / suitability letters / pension transfer analysis reports, Handling technical client queries etc.

Candidates need to ideally be educated to degree level and be Level 4 / Diploma qualified. It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality.

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package.

Reference: 34823058

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job