Working in partnership with an Independent Financial Advisers in Leamington Spa, I am currently recruiting for a Paraplanner to join their team. The position is available due to growth and increased workload.
As a Paraplanner you will work alongside the Independent Financial Advisers, provide them with dedicated technical assistance and be a key part of the advice process.
Duties will include but will not be limited to;
• Fund/Product Research
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days
The successful Paraplanner must have worked within a Financial Planners doing a similar role and must have or be working towards the Level 4 Diploma in Financial Advice.
In return you will receive a salary of circa GBP35,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.
For further information please contact me on , email