26Apr
Article by admin
Blakemore Recruitment

Senior Paraplanner/Trainee IFA

Published
April 1, 2020
Location
West End
Job Type
Salary
£40,000 Plus Benefits and Bonus

Description

Our clients are based in Berkshire and are a small IFA with a large HNW private client base. An opportunity has arisen for a Paraplanner to join the existing support team. The role will be to provide full technical support to the directors of the business and work alongside the existing support staff including the sales support.  There is an opportunity for candidates who are looking for this  to become authorised in the future to service existing clients.   Duties will initially include full product research and report writing.  Candidates must have experience as a Paraplanner or as a senior sales support completing Paraplanner duties. They must have a minimum of Financial services diploma level 4. Candidates with a strong experience of pensions will have a distinct advantage. This is an excellent opportunity to join well established small business with the opportunity for the right candidate to help structure the role.

 

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