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Integrity Resource Solutions
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Huntingdon, Cambridgeshire
Para-planner
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Job Type: Full-time |
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Salary: £33,000 per annum |
Overview
My client based in St Ives, Cambridgeshire is seeking a qualified para-planner, to work closely with one financial adviser, based either at the companys Head Office or from home. As a para-planner my client is looking for an individual who is: - Supportive and highly motivated Be able to work in a fast moving environment with a successful sales team Possess a professional "can do" attitude with excellent written and verbal communication skills Good knowledge of FS business practices and generic knowledge in Life, Pensions and investment products. Thirst for knowledge and a desire to excel in everything they do Being responsible to the Financial Planners Excellent interpersonal and communication skills Computer literate. The ideal candidate for the para-planner position must have: - 3 years’ experience of working within an IFA environment as a para-planner , with a good understanding of the IFA sales process Diploma for Financial Advisers (DipFA®). The successful applicant for the para-planner role will enjoy a great package with the following benefits:- Competitive salary package excellent benefits including pension The option to working office or home based. If you would like to be part of this excellent opportunity joining the team of an established Financial Services company which continues to build upon its solid reputation for strong wealth management, holistic advice and excellent customer service, please forward a copy your CV for immediate short-listing.