Paraplanner - South Cheshire - £20,000 - £25,000
A Wealth management IFA Practice based in the South Cheshire area are looking to expand their team with the addition of a Paraplanner.
They are looking for a Paraplanner who must be diploma qualified or actively working towards this. As a minimum they expect experience of writing suitability letters, tax planning calculations, portfolio review and are able to identify product sales and purchases.
In addition to this you will be the first point of contact for the client, be expected to research the products and provide recommendations to the advisors.
They are offering an excellent basic salary between £20, 000 and £25,000 depending on experience and qualifications.
For more information contact Philip Gordon at Search Financial Services on 0161 835 8652 or email email@example.com.