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  • Posted By: Jem Search and Selection
  • Address:
  • Contact: 0845 345 5616
  • Date Posted: 11th Sep 2008
  • Salary: £22,000 to £35,000 DOE
  • Location: Other
  • Reference Code: CW031
  • Views Since Posting: 15
  • Full Description:

    My client is one of the top ten firms of IFA’s and Wealth Management Specialists in the North West of England. The company offers an extensive range of financial planning services to both the individual and to companies. My client is currently recruiting for experienced Para planners to join their operation in Cheshire.

    Job Role:-

    The position involves providing a complete support service to the Financial Advisers in the firm. You will therefore be responsible for producing reports, reason why letters, providing technical support on the key areas of Pensions, Investments and Protection products. There will be a lot of research in this role, plus client contact and any experience in SIPP/drawdowns or pension transfers would be an advantage.


    Personal Attributes:-

    * Full FPC or equivalent qualification is desirable.
    * Excellent interpersonal and communication skills’
    * Be a team player, highly focused and committed.
    * Display a high level of customer focus and deal with people from all walks of life including NHW clients.
    * Be fully IT literate with MS Office and, ideally, industry software like Exchange and Synaptic.
    * Be able to work with minimal supervision and be fully confident in your technical knowledge.
    * Be confident and fully professional at all times.


    Benefits:-

    • Salary between £22,000 to £35,000 per annum dependant on experience and qualification level.
    • Holidays to be discussed at interview.
    • Monday to Friday working office hours.
    • Good promotional and training prospects for the right candidate.

    If you are interested in this position and have the appropriate skills, please email your CV to chris.walker@jemsearch.co.uk or contact me directly on 0845 345 5616.

    Ref CW139

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