Salary Description:
£23000 - £30000 per annum + Competitive Salary & benefits & Bonus
Location Description:
Job Role:
Employment Type:
Contract Type:
Application Deadline:
25th February 2019
BranWell Ford Associates
Job Ref:


Our client is seeking a Paraplanner, qualified to Diploma Level to work with advisers to provide efficient services to customers. Reporting to the Head of the Paraplanning, the successful candidate will prepare financial reports on a variety of products for pensions, wealth, retirement, investment comparison and performance as well as protection. Reports to clients will be tailored and individual, so this is more than standard advice, the HNW (high net worth) clients will require solutions and creative planning. We are seeking someone who understands attitude to risk for investment options and will be technically strong with superb communication skills. This is a busy role, time management and meeting deadlines will be essential as will be good IT skills. Great attention to detail for ensuring all paperwork is complete and compliant, experience in attending client meetings and taking minutes will be an advantage. The benefits include bonus, pension, PMI, 4 x DIS, PHI and STL.

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