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Paraplanner

Paraplanner : Lancaster : to £35k + benefits : Excellent Opportunity


Your new company
Due to expansion, a new opportunity has arisen within a progressive, forward-thinking firm of IFAs for an experienced Paraplanner.  Excellent working environment within a very friendly team.

Your new role
Providing technical support to advisers, key responsibilities include working closely with the advisers to identify client needs, prepare for client meetings, carry out research, report writing, manage the firm's model portfolios.  You will also be a key point of contact for clients' technical enquiries and queries.  You will also have the opportunity to attend client meetings with the advisers and build strong working relationships.  This is an excellent opportunity to be fully involved with the advice process, utilise your technical knowledge and engage with clients.

What you'll need to succeed
Proven experience within financial services is essential together with strong report writing and research skills, good technical knowledge of investments and pensions, excellent communication skills, strong knowledge of the paraplanning process within an IFA business, good knowledge of financial services systems and wrap platforms. Progress with professional qualifications desirable.  Will consider an adviser looking to step into a technical role.

What you'll get in return
In addition to a competitive basic salary, the firm offer a range of benefits including company pension, healthcare cover and profit share.  Support to achieve further professional qualifications if desired.  This is an excellent opportunity to join a very good employer which offers excellent prospects for ongoing career development.

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.


Summary

Job Type:
Permanent
Industry
Banking & Financial Services
Location
Lancaster
Specialism
Financial Services
Pay
to £35,000 + bonus + benefits
Ref:
3256723
Apply Now

Talk to a Consultant

Talk to Linda Leon, the specialist consultant managing this position, located in Manchester

City Tower, Piccadilly Plaza, Manchester, M1 4BT

Telephone: 0161 236 2622
For 50 years we've used our expertise to help people transform their careers.

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