Wealth Managment Paraplanner, Plymouth

Posted By:Birmingham Commercial
Telephone:01216 435000

Job Summary

Reference: 041224168_3
Job Type: Permanent
Location: Plymouth
Salary: 20000 - 40000 per annum
Date Posted: 09/22/2016

Job Description

Wealth Management Paraplanners

Location: Plymouth

Salary: 20,000-40,000 depending on experience

Fantastic opportunity to join a National Wealth management company working for their Paraplanning team. As a company they have over 20 offices, 200 member or staff and over 17,000 clients. The client prides themselves on there internal development with opportunities to progress within.

The role involves assisting Financial Planners in reviewing, analysing and preparing compliant financial plans for clients that verify the recommendations made and are in accordance with the SWM Investment philosophy. Support Planner's in developing and maintaining a library of standard wording/reports for use in preparing client reports.

Minimum requirements:

- 3+ years financial services experience

- Must be qualified to level 4 in Providing Financial Advice

- Must hold a certificate in Financial Planning as a minimum, a Diploma in Financial Planning is desirable

- Must hold a certificate in Paraplanning

If you are interested in applying for this role, please click APPLY