Paraplanner (client reviews)
- Recruiter
- ST Resourcing Ltd
- Location
- Newtown, Disley
- Salary
- £32,000 per annum
- Posted
- 19 Mar 2019
- Closes
- 23 Mar 2019
- Ref
- 1055455654
- Job role
- Accountant
- Sector
- Accounting - Public practice
A Stockport based IFA firm are looking for an additional Paraplanner to join their firm and support the Advisers whilst also being involved in conducting some client reviews. For this reason, a really driven individual is needed who would like to be part of a fast paced environment and have considerable client contact.
Salary for this role is up to £35,000, potentially more, with very good progression opportunities and benefits.
The role will see you produce reports for a number of cases, whilst the majority will be for pension transfers. You will work closely with Financial Advisers who are desk based and produce the reports required along with the research. Given the work load, there are opportunities for you to conduct client reviews and so to be suitable you will be close to or hold the Diploma level qualification and wish to develop your career towards and becoming an Adviser.
This firm have a track record or nurturing talent and developing careers well, so if you like the sound of the opportunity, please apply.
Salary for this role is up to £35,000, potentially more, with very good progression opportunities and benefits.
The role will see you produce reports for a number of cases, whilst the majority will be for pension transfers. You will work closely with Financial Advisers who are desk based and produce the reports required along with the research. Given the work load, there are opportunities for you to conduct client reviews and so to be suitable you will be close to or hold the Diploma level qualification and wish to develop your career towards and becoming an Adviser.
This firm have a track record or nurturing talent and developing careers well, so if you like the sound of the opportunity, please apply.