Paraplanner (Pensions)

Paraplanner 30K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover
Based Preston city centre – free parking . Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The ideal person will need to have worked within the Financial Services industry and as a Paraplanner for the last 2 years and have a working and competent knowledge of financial services products. You must have had experience of writing suitability reports.
Responsibilities as Paraplanner
· Main Skills as Paraplanner
· Experience using Intelligent Office and Selectapension would be an advantage
· Must possess a minimum of 2 years of experience as a Paraplanner
· Experience of writing suitability reports is essential
· Good knowledge of financial products – particularly pensions and investments
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