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Paraplanner - Chester , Cheshire - Free Parking

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Paraplanner – Chester , Cheshire : Salary £25,000 - £35,000 + Free Parking

Prestige Recruitment Group are working with a Chester based Wealth Management firm who are looking to recruit a Paraplanner to join their team.

The Role:

  • Proactively working alongside and supporting the Financial Advisors
  • Provide technical research and support to the Financial Advisors in the office
  • Preparing Suitability reports
  • Working on client reviews and monitoring them on behalf of the IFA’s

You:

  • Paraplanning experience is essential for this role
  • Ideally have experience with suitability reports
  • Ideally Level 4 Diploma Qualified or working towards  
  • If have experience working on FE Analytics, O&M Profiler would be ideal but not essential

Feel free to contact Philip Gordon at Prestige Recruitment within our Financial Services Division on 0151 601 6000 / 07557 043 246. Also contactable via email .

Contactable on LinkedIn.

Prestige Recruitment Group are specialist Financial Services recruiter and work with Wealth Management firms across the North West.

We get so many applications that in some instances we are unable to offer individual feedback.

If we have not contacted you within five working days unfortunately your application will not be progressed any further for this vacancy. However, if you want to call us for a chat about any other vacancies or some advice and guidance, please do as we are always happy to help.

Please visit our website  www.prestigerecruitmentgroup.com or follow us on twitter @PrestigeRGroup

Permanent
6 January 2020
Financial Planning
Paraplanner
Cheshire, Chester