Paraplanner
- Recruiter
- Coast Specialist Recruitment
- Location
- London (Central)
- Posted
- 23 Sep 2017
- Closes
- 25 Oct 2017
- Job role
- Accountant
- Sector
- Accounting - Public practice
Are you:
1. Degree educated with a 2:1 or above from a Russell Group University?
2. CII Diploma / DIPFA / Dippfs qualified?
3. Do you have Paraplanning experience?
If so, we are actively recruiting on behalf of a prestigious IFA practice, in the heart of the City.
As a Paraplanner you will support the company in delivering a high quality, independent service to clients (particularly in relation to pensions and pension transfers) with duties to include;
• Assisting financial planner
• Gathering data to support the production of reports
• Drafting of pension transfer reports
• Minute taking for client and prospect meetings
• Preparing for client and prospect meetings
• Liaising with product providers
• Giving training to others on pensions and pension transfers
• Completing training
Role prospects:
• Full training with a view to becoming a qualified financial planner
• Support towards achieving chartered status
Please apply for an immediate response or contact Jodie at Coast Recruitment for more details
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