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Technical Paraplanner - Colchester

  • Location

    Colchester

  • Sector:

    Financial Services

  • Job type:

    Permanent

  • Salary:

    £30,000 - £40,000 per annum

  • Email:

    olivercliffe@gcbrecruitment.co.uk

  • Job ref:

    GCBOC116

  • Consultant:

    Oliver Cliffe

  • Published:

    26 days ago

  • Expiry date:

    2018-12-13

The client is a well-established and trusted name in Financial Services across the region. They have a wealth of clients seeking financial planning advice across East Anglia and are seeking a Technical Paraplanner to join their busy Colchester team.

Responsibilities:

  • Reporting to the Directors
  • Supporting all Financial Advisors on staff.
  • Researching products and producing detailed reports for presentation to the client.
  • Managing a busy workload to tight timescales.

Requirements:

  • Level 4 diploma or Chartered Status is preferred, but not essential.
  • Must be experienced with Inheritance Tax, Pension Transfers, Discretionary Fund Management cases.
  • Proven track record of performance

Hours: Monday to Friday, 37.5 hours per week

Salary/Package: £30,000 - £40,000 per annum