Paraplanner – North Wales - Salary: £25,000 - £32,000 + Bonus
Rapidly growing Wealth Management Practice based in North Wales are looking to bring on board an additional Paraplanner. You will be working alongside Advisors and be part of a Paraplanning team.
This role can be flexible to work from home as part of the working week.
Your role will be to:
- Review client’s financial plans and assuring they are compliant
- Preparing client reports and working to some templates
- Support Advisors on technical Pensions, Investments and Protection
- Work as team to achieve targets and establish procedures with in office
- You will be working various platforms and software
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The successful candidate must have the following experience:
- Ideally be Dipfs Level 4 qualified or working towards the qualification
- Would consider candidates looking to progress from IFA Administrator to Paraplanner
- Current or previous Paraplanning is essential for this position
- Ideally have Investment, Pensions & Protection knowledge
This is an outstanding job opportunity to work for a firm which is consistently growing and improving their processes.
For further information on this North Wales based Paraplanner position and a confidential discussion please contact Philip Gordon at Prestige Recruitment – Financial Services Division on 0151 601 6000 / 07557 043 246 or email
I am also contactable via Linkedin.
Here at Prestige Recruitment Group we are specialist Financial Services recruiter and working with IFA Practices across the North West of England and North Wales.
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