16 Sep 2014

Full-Time Paraplanner – Investment Management

Alexander LortLondon, England, United Kingdom

Job Description

  • Review prospective clients’ existing arrangements to determine whether a transfer is suitable.
  • Review and assess the ability of the company to manage within existing structures.
  • Provide direct communication of Financial Planning advice to prospective and/or existing clients.

Candidate Specification:

  • University Graduate or equivalent combination of education/experience
  • Level 4 Qualification – CII Diploma in Financial Planning/ Regulated Financial Planning preferable.
  • Ability to work in a dynamic team environment.
  • Very strong understanding of Financial Planning principles
  • Excellent oral and written communication skills

How to Apply

Contact: Charles Jamieson - Email CV: charles.jamieson@alexander-lort.com - Mob: 077701156833

Job Categories: Investment, Para-planner, Sales Support, and Wealth Management. Job Types: Full-Time and Permanent. Salary: 40,000 - 60,000. Job expires in Endless.

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