Paraplanner

Reference: AL1177
Category:

Paraplanner

Salary c£35,000 – £40,000 dep on experience + bens (part hybrid)

Leicester City Centre (Our Ref AL1177)

 

My client is an established IFA which is part of a global group and provides advice on life assurance, pensions, wealth management and healthcare. With a mix of group pensions (for auto enrolment) and also individual business, their clients tend to be at retirement, approaching retirement or in drawdown. They also have a healthy mix of investment clients (ISAs, GIAs etc).

 

They are now looking for an experienced paraplanner, level 4 qualified, with the potential to move into an IFA role over the next 2 or 3 years ideally (but not a pre-requisite). Ideally the candidate should have a minimum of 5 years industry experience.

 

You will provide full Director Level Paraplanning support to 2 IFA’s and experience of Intelligent Office will be an advantage.

 

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

 

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