Paraplanner
3 weeks ago
We have an exciting opportunity for an experienced Paraplanner to join an established Financial Services firm who focus on providing a high quality financial planning and investment management services.
The Opportunity
Due to their continued growth, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for delivering high quality dedicated technical support to two of the firm's advisers.You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.
You will be working in a strong team-focused environment where you can develop your career within a successful and ambitious firm.
What’s needed to be considered?
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
What next?
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
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