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Paraplanner

PKG1607-176_1476284724

Paraplanner

JOB DETAILS

Are you an experienced Paraplanner looking for a new role in the Cheshire area? Do you have previous Paraplanning experience and looking to further your credentials? Are you ambitious, driven and confident and looking to work in an engaging environment and looking for a new challenge? If so, then this is the role for you!

Our client is a clearly established name in the market are currently in the market for a Paraplanner. You will be responsible for supporting the consultant team advice process to private and corporate clients, providing analysis, monitoring and reporting, as required, in respect of pensions and investment portfolios, including SIPP drawdown analysis and existing policy analysis and providing and being responsible for Paraplanning for client's needs.

The ideal candidate will have gained extensive experience and broad knowledge of the industry and products, particularly holistic financial planning. You will also possess financial services experience as a Paraplanner or in a research role. It is also essential you are qualified to at least Diploma level and ideally be studying towards Chartered status. As a person you will have a good level of communication skills both written and verbal, attention to detail is also vital, possess the ability to work to deadlines, being able to be flexible dealing with a multitude of tasks at once.

The salary range for the role is £35k however this is negotiable (based on experience). This is an excellent opportunity to join an employer that offers on-going training and development and ongoing progression.

Please quote PKG1607 176 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website www.alexanderlloyd.co.uk for any other roles which may be of interest.
 

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