JOB TITLE: Financial Paraplanner


Industry : Commercial & Finance Job Location : Exeter
Job Reference : 8816LM Job Category : Financial Services
Employment Type : Permanent Posted : 09/08/2012
 
Salary & Benefits : £28000 - £32000 per annum
 
Experience Required : See Job Description
 
Education Required : See Job Description



Please note you must be permitted to work in the EC to apply for this job.

Job Summary

Bluefire Consulting are recruiting for a Financial Paraplanner to provide quality financial planning services for a well established company in Exeter, Devon.


Job Description

Bluefire Consulting are recruiting for a Financial Paraplanner to provide quality financial planning services for a well established company in Exeter. Main duties will include:

*Complying with FSA regulations and company procedures
*Analysis and preparation of client proposals
*Producing proposals tailed to individual clients needs
*Researching products, funds and providers
*Explaining complex information to clients and staff
*Building relationships with clients
*Prioritising wormultiple projects
*General administration duties

The successful Financial Paraplanner must hold a Diploma in Regulated Financial Planning (Rdip) or equivalent, or be studying towards. Proven commercial awareness and experience with the Financial Services sector is essential for this role.


Job Keywords

Paraplanner; financial; Devon; Exeter; Rdip; Finanical Planning;



Bluefire Consulting is an equal opportunities Employment Business/Agency specialising in Financial Services recruitment on a UK wide basis.

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