Technical Para-planner

Sector: Accountancy, Banking and Finance
Salary: £30,000 - £35,000
Location: Colchester
Role: Full Time
Contract: Permanent
Job ref: 906897
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We have an exciting opportunity to join our clients Financial Planning Department based at their Colchester office.

Technical Paraplanner:

You will be supporting a Consultant in the Colchester office, preparing letters and technical reports. You will research products and funds to enable suitable providers to be selected for inclusion in a recommended investment strategy. You will also review and comment on the suitability of existing pension, investment and protection arrangements.

Candidates must have:

  • Candidates will need to be able to make an immediate contribution in supporting the Consultant in achieving objectives and delivering a high quality service to clients.
  • Candidates will also be able to demonstrate a breadth of understanding industry including pensions, investment and protection related products and services.
  • Candidates will also hold the Diploma in Financial Planning or be close to achieving this qualification.
  • Good communication skills, Microsoft Office understanding, a professional manner and experience of working within a busy office are essential.

A competitive salary will be provided along with other benefits to include a company pension and flexible benefits.

To avoid disappointment apply today !

Contact Jody Collings to talk about this role on 01473 259923