26 Mar 2012
23 Apr 2012
Financial Services
Contract Type
Our client, a market leader, enjoys a well earned reputation for providing exceptional service to the financial services market, and has identified the need to recruit a Paraplanner for an initial 6 month contract covering maternity on a full time basis.The RoleThe Paraplanner will be working under and supporting the Consultant to prepare letters and technical reports using a brief and/or client file information. You will research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy and review and comment on the suitability of existing pension, investment and protection arrangements.The PersonTo be successful you will need to be able to make an immediate contribution in supporting the Consultant to achieving objectives, delivering a high quality service to clients and be able to demonstrate a breadth of understanding of the private client industry including pensions, investment and protection related products and services. You will also hold the Certificate in Financial Planning or equivalent) and be successfully progressing towards your Diploma in Financial Planning status (JO1 - JO7 subjects). The BenefitsIn return for your hard work and experience you will receive a generous basic salary depending on experience, plus the opportunity to work for a leading organisation which offers career progression and supports personal development.PTM1203-283 - Paraplanner is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, tied advisors, employee benefits, compliance, pensions, group risk, paraplanners, sales support, T&C etc. We predominately focus on London, Surrey, Sussex and Kent, although we have also been highly successfully in offering national solutions. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.