Paraplanner - Epsom, United Kingdom - Recruitment Connection Ltd

Recruitment Connection Ltd
Recruitment Connection Ltd
Verified Company
Epsom, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Paraplanner

Epsom - Hybrid

Salary £35000 to £40,000 depending upon experience and qualifications


My client is a leading firm of Chartered Independent Financial Advisers who are looking for a paraplanner with 1 years plus experience to join an existing team and carry out high quality research on a full range of financial planning products.


Your role will be varied and will include working closely with the consultants and product providers and working on cases in pre and post retirement planning, pension transfers and investment and taxation.

Part of the role will be to analyse client portfolios and prepare research and quotations for client meetings. You will be working with experienced and qualified paraplanners so will have plenty of support in developing your skills. You will also be encouragedand supported with taking further professional qualifications.


They are looking for someone who has already been working in a busy FS company with good written and verbal communication skills and confidence to articulate ideas and best practice when dealing with your colleagues.

You should be part or ideally fully qualifiedat diploma level.

**Ref: 5126
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