Salary: £28000 - £40000 per annum
Reference:BCR/KM/9891_1653993708
Location:Leicester, Leicestershire
Sector:
Type:Permanent

Paraplanner

Salary: £28,000 – £40,000 depending on experience

Location: Leicester

Sector: Financial Services

Bell Cornwall Recruitment currently have a fantastic opportunity for an experience Paraplanner to join a well-respected Wealth Management Firm based in Leicester. We are looking for an organised, positive and hard working individual who is looking to progress their career further!

Responsibilities

  • Accurately prepare suitability reports and letters to target deadlines
  • Ensure all client work is compliant and supported with relevant paperwork
  • Undertake comparative research in preparation of client recommendations
  • Complete technical research as part of the existing arrangement review process
  • Understand clients overall financial position from IFA fact finds
  • Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks
  • Ensure all client queries are appropriately investigated and accurate responses given

Ideal Candidates

  • Previous Paraplanning experience is essential
  • Strong understanding of financial products and services
  • Ideally a CII Diploma Qualification
  • Intelligent Office experience would be desirable
  • Strong organisational skills

If you believe this Paraplanner role based in Leicester could suit you, please apply now!

Interested? Please click the ‘APPLY’ button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Job Information

Job Reference: BCR/KM/9891_1653993708
Salary:
Salary From: £28000
Salary To: £40000
Job Industries: Finance Jobs
Job Locations: Leicester, Leicestershire
Job Types: Permanent

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BCR have more fantastic opportunities for you!

Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.

Love Work Be Happy

BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.

BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales