Job Description
My Client, a well -respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner.
My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis.
All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business.
Core Duties
* You will write suitability reports for clients of the firm’s IFAs. These reports are often of a technical nature.
* You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems
* You will be expected to competently use my clients CRM system to ensure clients records are k...
My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis.
All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business.
Core Duties
* You will write suitability reports for clients of the firm’s IFAs. These reports are often of a technical nature.
* You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems
* You will be expected to competently use my clients CRM system to ensure clients records are k...