Paraplanner - Tamworth - f/t or p/t

Clark James
£25,000 per annum
01 Aug 2017
31 Aug 2017
Contract Type
Full Time

A firm of Independent Financial Advisers with an excellent reputation has an opportunity for an experienced Paraplanner at their offices in Tamworth.

This newly created role will support independent financial advisers with research and report writing services.


The main duties of this role include;

Provide technical assistance for financial advisers

Carry out research supporting advice recommendations

Prepare suitability reports for pension, investment and protection based advice

Maintain compliant files


Candidate requirement;

The ideal candidate will offer skills supporting IFA’s in a similar role

They will be able to work towards deadlines and prioritise workloads

Be professional, organised and offer good communications skills both written & verbal

Industry qualifications are desirable but not essential


This is an excellent opportunity to join a well-regarded Midlands based practice offering a supportive, warm and friendly workplace.

Full or part-time contract available


Please visit the Clark James website for further details on this and other Financial Services opportunities..


Posted by Keith Enright at Clark James Recruitment