Paraplanner

☞ ARTEMIS RECRUITMENT CONSULTANTS LIMITED

View: 108

Update day: 07-05-2024

Location: Chester North West

Category: Finance / Bank / Stock Sales

Industry: Outsourcing Offshoring

Position: Entry level

Job type: Full-time

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Job content

Our well established client is looking for an additional Paraplanner to join their team due to an increasing workload. The role will be assisting the Financial Advisers with strategy and analysis.

You will be working alongside a team of professional IFAs, preparing reports and suitability letters, analysing clients financial situations and creating strategy, keeping in touch with client and advisers to ensure all are up to date, making sure compliance standards are adhered to, working on financial systems and recording data.

You will need to have previous experience as a Paraplanner, be knowledgeable about pensions, investment products and inheritance tax, have a high level of accuracy in addition to exemplary analytical skills. You will have previous experience of working on financial systems and be full conversant with MS Office.

Our Client Offers a Competitive Salary And Company Benefits.

Please email CV to be considered.
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Deadline: 21-06-2024

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