Paraplanner

Recruiter
Lloyd Recruitment
Location
Guildford
Salary
Up to £45,000 per annum
Posted
30 Jul 2017
Expires
17 Aug 2017
Sector
Accounting
Lloyd Recruitment Services are recruiting on behalf of a well-established, highly respected firm of Chartered Financial Planners that seek to add an experienced Paraplanenr to their expanding team. The client specialises in financial advice and investment management services to HNW individuals, and offers a friendly, relaxed and professional working environment. Their staff possess a wealth of technical knowledge and expertise, with several qualified to Chartered status, and can boast a remarkably low turnover over of staff. They seek an experienced Paraplanner, ideally qualified to Advanced Diploma level (Diploma level as a minimum, and working towards/happy to study towards Advanced) to support the advisers by: Undertaking advice research for advisers and preparing reason why letters. Supervising the administrative staff in the preparation of relevant material for submission to the client with letters of advice 1st/Adviser Office client database management This is a great opportunity to work with a fantastic bunch of people in a highly reputed independent financial planning business. Unfortunately, due to the volume of applications, only those that are shortlisted will be contacted. This job was originally posted as www.totaljobs.com/job/75283282

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