Permanent Jobs

Financial Services
£35000 - £40000 per annum + attractive OTE and benefits package
Employment type:

Contact details


Ali Baghdadchi

Job Details

Updated: Thu, Jul 11, 2019 7:52 AM

We are currently working with a dynamic financial services organisation that are seeking to recruit an experienced Paraplanner to join their business.
The role will require you to write high-quality suitability reports, providing a professional and effective Wealth Management service, provider liaison and conduct research.
Key skills and experience sought:
*Proven track record as a Paraplanner and ability to manage the admin team effectively
*Level 4 Diploma in Financial Advice
*Discretion when supporting advisers and client while handling sensitive data
*Will have outstanding internal and external communication skills
*Will have excellent numeracy and literacy skills with exceptional attention to detail
*Demonstrate strong technical knowledge of all financial planning areas
*Will have great IT skills
*Will need to be resourceful and have a ‘can-do’ attitude
*The ability to manage own workload and work to deadlines
*Willingness to potentially develop a Trainee Paraplanner
Apply now for this fantastic opportunity!

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