Sales support/Trainee Paraplanner - Derbyshire
A rapidly expanding IFA Practice based in Derby are looking for an experienced Paraplanner . The organisation has built a strong relationship with a number of accounting professional. The company specialise in wealth management, medical and commercial business. Your role will be to provide technical support to one of their top performers.
The role
• Conducting market and product research
• Compose detailed suitability letter
• Attend client meeting for fact find purpose
• Keep abreast with change to FSA regulation.
• Be able to commutate date in a non technical form
The Requirements
• You must have experience of working in an IFA practice.
• You must be willing to study towards or have achieved CFP/FPC qualifications.
• You must be organised and methodical
• Good attention to details
The Benefits
Negotiable
For further information please contact Dhruti Popat at Reed insurance on 0121 237 5550
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