Financial Services Support Specialist

3 weeks ago


Wilmslow, Cheshire East, United Kingdom Bond Rec Full time
Job Description

Bond Rec is looking for an Experienced Paraplanning Professional to support Financial Planners and staff in advising clients on financial strategies, plans, products, and investments.

The ideal candidate will have excellent inter-personal skills, both written and verbal, as well as a high level of technical knowledge about financial products and services.

This office-based role requires some local travelling for training courses and presentations. The estimated salary for this position is £51,000 per annum.

Essential Skills
  • Appreciation and understanding of the Financial Planning process.
  • Technical knowledge about financial products and services.
  • Ability to work within agreed business processes.


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