What are the responsibilities and job description for the Technical Paraplanner, GET STAFFED ONLINE RECRUITMENT LIMITED position at Guardian Jobs?
Technical Paraplanner
Permanent, Full-Time
Chester
£35,000 - £45,000 per annum
Here is an opportunity to become an integral part of a local IFA firm and develop your career.
As a Technical Paraplanner for the Managing Director, as well as standard research and report writing, you will be responsible for speaking to providers and portfolio management companies to evaluate ongoing suitability and how the company should evolve its financial planning advice in the future.
Our client is looking for a technical Paraplanner who enjoys research, not just a report writer. You will be at least Diploma Qualified and have experience working as a Paraplanner for a financial services company.
The role is predominantly office based, as you will be working closely with the Managing Director, attending appointments with clients and directing the administrators.
Permanent, Full-Time
Chester
£35,000 - £45,000 per annum
Here is an opportunity to become an integral part of a local IFA firm and develop your career.
As a Technical Paraplanner for the Managing Director, as well as standard research and report writing, you will be responsible for speaking to providers and portfolio management companies to evaluate ongoing suitability and how the company should evolve its financial planning advice in the future.
Our client is looking for a technical Paraplanner who enjoys research, not just a report writer. You will be at least Diploma Qualified and have experience working as a Paraplanner for a financial services company.
The role is predominantly office based, as you will be working closely with the Managing Director, attending appointments with clients and directing the administrators.
Salary : $35,000 - $45,000