MB Fitzgerald
Stoke Pound
£38,000 per annum
06 Sep 2017
19 Oct 2017
Contract Type
Full Time

This is a great opportunity for an experienced Paraplanner with at least 2 years experience within an IFA environment. You will be working with and supporting a dedicated team of IFA's who specialise in providing Pension and Investment Advice to HNW individuals . It is essential that in addition to having outstanding technical skills, you possess first class communication skills as you will have extensive daily contact with both internal and external customers: this will from time-to-time include attending client meetings. You must have a minimum of 2 years practical paraplanning experience and ideally you will have achieved, or be actively studying for, your industry qualifications. Some previous experience in having dealt with investment or pension products would be extremely beneficial. The role has opportunity to develop into IFA sales.