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Para Planner
- Posted By: Fresh Careers.com
-
Address:
- 49 & 52 Unity Business Centre
- Roundhay Road
- Leeds
- LS7 1AB
- Contact: 0845 166 2191
- Date Posted: 2nd Jan 2009
- Salary: 25,000
- Location: Macclesfield (SK11 7QW)
- Reference Code: 06094
- Views Since Posting: 58
- Full Description:
An exceptional role has arisen for a well established Accountancy Practice, with a Financial Planning division. The applicant must have excellent communication skills and be qualified or be studying towards the CFP, or the equivalent, with a good Financial Services background, preferably, an IFA environment.
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, depending on experience and qualifications, with excellent benefits.
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