Pensions Paraplanner Position
6 days ago
About the Job:
We are looking for a highly skilled Pensions Paraplanner to join our team at CV-Library. In this role, you will play a vital part in our financial planning services, working closely with our financial advisors to develop and review customers' financial plans.
Your Key Responsibilities:
- Developing and maintaining comprehensive knowledge of financial products and services.
- Preparing detailed financial reports and presentations for clients and stakeholders.
- Providing exceptional customer service, responding to client queries and concerns.
- Supporting the development of new business opportunities and partnerships.
What We Offer:
- Competitive salary: £40,000 - £45,000 per annum dependant on experience.
- Flexible working hours, including hybrid options.
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