Job: 881752 – ParaPlanner – IFA

Title 881752 – ParaPlanner – IFA
Talk Staff Jobs
Categories Derbyshire Jobs, Finance & Accountancy Jobs, Permanent Jobs, UK Jobs
Job ID 881752
Salary £25,000 – £35,000 pa
Location Derby, Derbyshire
Job Information

An exciting opportunity has arisen with a well respected IFA, who, due to continued expansion are currently looking for a ParaPlanner at their busy premises based on the outskirts of Derby.

The Minimum requirements of the ParaPlanner are:

- Must hold or be working towards a Diploma in Insurance (Essential)
- Previous experience as a ParaPlanner working with an IFA (Essential)
- Understand and be experienced in the management and research of product panel lists (Essential)
- Ability to work closely with the Financial Planning Director to develop client advice propositions (Essential)

The ideal candidate for the ParaPlanner position will come from an Insurance based IFA background and will have
experience researching and preparing data to be presented regarding investments for pension schemes.

The ParaPlanner will be responsible for Corporate Client Policies regarding group pension schemes, ensuring all are invested into the right projects and are in accordance with Financial regulations and company policies and procedures.

This is a rare opportunity to work for a well established IFA in the market, offering the opportunity of personal growth with a competitive salary between £25,000 – £35,000 per annum, dependant on experience.

Consultant Name David Orange

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