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Paraplanner

Job Ref: MF1914LD Posted: 12-08-2008
Job Location: Merseyside Job Type: Permanent Full - Time
Job Salary: £35000 per annum
Job Category:
  • Paraplanning

  • Description
    Our Client a Financial Planning practise, seek an articulate, organised and disciplined individual to join an experienced financial planning team. You will be involved in all aspects of financial planning from factfinding to client reviews and compliance and will need to be able to adopt a holistic approach. You will have strong technical skills in pensions and investment planning in particular and be very confident in your mathematical abilities and their application within EXCEL. You will be proficient in all aspects of Microsoft Office and ideally be a FIRST software user. This role straddles the financial planning and client services teams and this individual will need to be a confident communicator and be happy to work under pressure to meet deadlines. The right candidate must have at least 5 years experience in a financial services environment and have achieved AFPC or be working towards the Diploma in Financial Planning.











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