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Paraplanner L4

Location: CHICHESTER, WEST SUSSEX Salary: 25000 - 33000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3089415
National Wealth Management practice are recruiting within their Chichester office seeking a Paraplanner to join their small very successful team of 3 to write technical reports for the business existing Adviser and another home based adviser.

Negotiable on salary and excellent benefits on offer, 3% pension match, 25 days holiday, 4x DIS plus many more.

Preferably you will be Level 4 Diploma Qualified, support towards Chartered status.

- To provide a first class support service to the businesses advisers
- To identify and discuss courses of action
- Maintain accurate work in progress records.
- To conduct product and provider research
- Produce financial planning reports in accordance with agreed FCA standards
-  Obtain and record client information, needs and objectives 
- Provide evidence to support research conducted and recommendations made

- Excellent report writing skills
- Level 4 Diploma in Financial Planning
- Fine eye for detail
- Excellent numerical and literacy skills

Please apply online today or send your most up to date CV to

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