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Paraplanner

Location: YATTENDON, BERKSHIRE, UNITED KINGDOM Salary: , Salary Negotiable
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 3 months ago Reference: X3-307726

 My client a successful Investment and Financial Planning Company based in the Newbury and Yattenden area, are actively looking to recruit a confident and professional Report Writing Paraplanner to join their successful Team of Advisers.  Currently carrying out report writing within an IFA Practice, the candidate will be required to hit the ground running swiftly and be highly professional when it comes to dealing with report writing for High Networth  Clients.

 

To be considered, you must have the following skills and exposure:-

1) Full Diploma Qualified within Wealth Planning

2) Currently a Paraplanner within an IFA Practice

3) Confident in dealing with clients and report writing within an IFA Practice

In return, for your skills and ability the client offers an excellent salary and benefits package. 

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