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Location: Leicester Salary: 30000 - 40000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 11 months ago Reference: 3099864
Our Client is an innovative and growing Financial Advisory Firm based in Leicester! They are specialists in Pensions, Investments and various services for both Private and Corporate Clients. They are recruiting for an experienced Paraplanner to join their team, with an excellent salary and package available for the right Candidate.

Undertaking Paraplanning and Administrative duties, including producing / creating suitability reports and handling complex DB Pension Transfers. You will manage the review of existing client portfolios by producing or checking reports for the Directors and client meetings.

The ideal Candidate will have Level 4 Diploma, previous experience working within an IFA practice and ideally be working towards their G60 exam. You will have a strong understanding of Defined Benefit Transfers and experience writing suitability reports.

Most importantly, our Client is looking for a candidate with excellent communication skills and a passion for the Financial Services Industry!

If this role sounds of interest to you, please submit your CV to katt.o’ or call Katt O’Donnell at Reed Financial Services on 0117 930 4820 / 0116 249 2894.

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