Hays Specialist Recruitment Ltd posted a job you might be interested in June 06, 2014 at 08:24PM

Hays Specialist Recruitment Ltd



Paraplanner

Oxford, United Kingdom, GB - Financial Services

Paraplanner

Up to £35,000 (Negotiable on experience)

Banbury, Oxfordshire



A well-established firm of chartered accountants and business advisors that also incorporates a complimentary and independent wealth management practice is recruiting for a qualified Paraplanner to join their team. This prestigious organisation has a track record of success serving their vast network of fee-based clients ranging from individuals, businesses, charities and trustees. The advice given is truly independent and includes; investments, savings, pensions, retirement planning, estate planning and inheritance tax planning.



Reporting directly in to the lead IFA/Director, your primary role will be to research, produce high quality suitability reports and recommend on a broad range of products for clients. The firm has reputable presence with Agricultural businesses where they also provide advice on Wills, Trusts and Tax Planning. Knowledge within this area is desirable, but not essential. This is an exciting role, as you will also have direct client contact. Therefore, you must have a wide understanding of services that can be offered to clients.



In addition to the Paraplanning duties above, the ideal candidate will be self-motivated and highly proactive with the ability to meet tight deadlines. Many of their clients meet them in the office, hence you will be confident with excellent interpersonal skills to maintain good relationships. As the office is expanding, there will be an opportunity for progression depending on your performance within the role.



The salary is dependent on experience and qualifications and assessed on an individual basis.



Apply now with your CV or view our website www.hays.co.uk for more vacancies within Financial Services.



Paraplanner, paraplanning, "para planner", "para planning", "level 4 diploma", "suitability reports", pensions, investments

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

£30000.00 - £35000.00 per annum



Posted June 06, 2014 at 08:24PM from LinkedIn http://ift.tt/1q0TbKh

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