259 jobs - 3 added today
96378 registered Jobseekers
Recruiting? Call us on 01772 639042
Email me newest jobs similar to this one
9 months ago
Additional Resources Ltd
Salary: £25000 - £29000 Per Annum
Location: Leicester
Job type: Permanent
Contact: Karen
Category: Finance Office Jobs
Paraplanner Level 4 Diploma Qualified - Leicester

Salary £25-29,000 per annum

Key Words - Paraplanner, Level 4, IFA, TCF, RDR

Experience/ Qualifications:

Must have worked for an IFA, AND BE Diploma Qualified

The role

Paraplanner is required for a Leicester based IFA.
This is a demanding role that requires a technically competent person who is used to dealing with the full range of Financial Services products.
Duties will include the following
Detailed suitability report writing
Product recommendations for clients
Dealing with renewals and annual portfolio reviews/asset allocation reviews
Technical research and support on products such as Pension transfers, SIPP’s, General investments, Transfers, ISA’s, Bonds, Life : term, whole of life, critical illness and PMI
Support the sales process and customer service
Reviews of existing policies
Resolving technical queries
Use of Aequos, Exweb, Pension Profiler, Investment Profiler
Conducting research and due diligence projects
Diploma qualified is desirable.
Salary based on experience and qualifications

Key Words : Paraplanner, Level 4, IFA, TCF, RDR

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003

Here are some similar jobs for you to consider...

10 days ago
only 11 hours until close
Car Sales Executives - German Brand- Derby, Leicester and Northampton
Leicestershire, Leicester, Derby, Northampton, Kettering
£40k - £50k
about 1 month ago
only 10 days until close
26 days ago
only 1 day until close
Purchase Ledger Supervisor
£15k - £20k
19 days ago
only 9 days until close

Email me newest jobs similar to this one

  Back to the top