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Para Planner
- Posted By: Fresh Careers.com
- Address:
- Contact: 0845 166 2191
- Date Posted: 1st Dec 2008
- Salary: 25,000
- Location: Leeds
- Reference Code: 05966
- Views Since Posting: 1
- Full Description:
An experienced Paraplanner, is required for a leading firm of IFAs. The applicant must have excellent communication skills and be qualified to a minimum of CFP, or the equivalent, with a good Financial Services background.
The day to day duties will include producing Reason Why letters, reports, recommendations, dealing with SIPP and private portfolio reviews, carrying out product and fund research and illustrations. It is essential that you are IT literate and be confident using Excel and Word.
In return you will be offered a good remuneration package with excellent benefits.
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