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Paraplanner

Permanent  for Search Consultancy in Chester

Paraplanner - Chester - £22,000 - £30,000.Established IFA practice based in Chester require a Paraplanner to join growing team. This role has arisen due to growth with the firm.You will be specialising with investments, pensions and be working with ISA, Unit Trusts and Bonds but a lot of work will involve lump sum investments.Your duties will be to attend client meetings, prepare reports for clients, carry out research into products and specific funds, prepare suitability letters and liaise with clients and insurance companies. This role would be suitable for someone with a paraplanning background and ideally Dipfs qualified or studying for the qualification. For further information on this outstanding opportunity please contact Philip Gordon at Search Financial Services on 0151 229 5525 or email philip.gordon@search.co.uk.

Job added on 04-07-2014