Paraplanner

  • Location:

    Wrexham, Wales

  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:

    Negotiable

  • Contact:

    Antonia Mihaylova

  • Contact email:

    antonia.mihaylova@search.co.uk

  • Job ref:

    Req/561686

  • Published:

    25 days ago

  • Expiry date:

    2020-10-15

  • Start date:

    TBC

Paraplanner
North Wales
Competitive salary and benefits package

I am pleased to work with an established and highly successful practice of Financial Planners seeking to grow their busy Paraplanning team. This is a great opportunity for an experienced Paraplanner with knowledge of the industry, products, procedures and regulations, and would allow a great deal of professional development and growth.

This position entails working closely with the Financial Planners in order to ensure the company clients are receiving the best advice and service. You will be tasked with preparing suitability letter and reports, research and analysis of products which meet the client financial objectives.

The successful candidate will have experience as a Paraplanner within a Wealth Management organisation already, and the knowledge and understanding of pension transfers, IHT and Investment products. They will also be high organised, with a can-do attitude and team-player skills.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services on 07580 429 541 or simply send your details to antonia.mihaylova@search.co.uk. All enquiries and correspondence will be treated in the strictest confidence.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.