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Paraplanner

Lokalizacja: BATH SPA, SOMERSET Wynagrodzenie: 30000 - 38000 GBP Per Annum
Sektor: Insurance Rodzaj oferty pracy: Kontrakt
Rodzaj zmiany: N/A Aplikacje: N/A
Zamieszczono: 2 miesięcy temu Numer referencyjny: 3225465
My Client are an established and successful IFA based in the heart of Bath who seek a Paraplanner to support the main business adviser.

In return a competitive salary upto 38k plus free car parking, PMI, professional exam support and Pension can be offered.

This is an amazing opportunity for the right candidate to join a successful and growing advisory practice, with scope for progression and career development.


Role
- Producing Suitability Reports for all areas of financial planning; Protection, Investment, Retirement and IHT Planning
- Collating information from the clients existing schemes to enable these to be reviewed accordingly
- Managing client relationships whilst their new investments are set up 



Experience
- Must have 2 years experience in a Paraplanning role
- Experience of Microsoft Office essential
- Diploma in Regulated Financial Planning essential
- Excellent time and self-management skills
- Ability to work effectively both on your own and within a team

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