Trainee Paraplanner
Found in: Jooble UK C2 - 2 weeks ago
A market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner.
Support Advisers in the advice-giving process with data collection, product research and production of application forms and supporting literature.
Obtain information on existing policies
Produce new business illustrations.
Prepare information/comparisons for analysis by the Paraplanner and Adviser.
Ensure appropriate data is accurately recorded on Company back-office system
Ideally the successful candidate will already be working within a Financial Services organisation with a sound understanding of the Financial Planning process and will have started their studies towards their DipFA and be looking to continue with this.
Hybrid working is on offer with a home/office split.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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Trainee Paraplanner
Found in: Jooble UK C2 - 2 weeks ago
United Kingdom Bruin Full timeA market-leading Financial Services organisation is looking to grow their team with the addition of an Assistant Paraplanner. You will be working within a centralised team based in Bristol that supports Paraplanners and Advisers across the UK and daily duties will include; Support Advisers in the advice-giving process with data collection, product...
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Paraplanner
Found in: Jooble UK C2 - 2 weeks ago
United Kingdom Kingswood Group Full timeKingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow. The position: Working within a well established paraplanning...
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Paraplanner
2 weeks ago
United Kingdom Kingswood Group Full timeKingswood Group are excited to be working with a growing financial services firm to assist them in recruiting a new Paraplanner to join their St Albans office. Open to level of experience, this firm can either offer a platform to learn or the opportunity to join at a more senior level and grow. The position: Working within a well established paraplanning...
