Paraplanning Expert

About the Role:  We are seeking an experienced and technically proficient Paraplanner to join our team at CV Elite Ltd. As a key member of our Financial Services division, the successful candidate will be responsible for providing technical support and guidance to our clients. Key Responsibilities:

• Provide technical assistance to clients on a range of financial planning matters
• Develop and maintain knowledge of industry developments and changes
• Collaborate with colleagues to deliver high-quality client services
• Stay up-to-date with industry standards and best practices

Requirements:

• Chartered status (Diploma qualified as a minimum)
• Strong technical knowledge of financial planning concepts and products
• Excellent communication and interpersonal skills
• Ability to work effectively in a team environment

What We Offer:

  We offer a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and experienced Paraplanner looking for a new challenge, please submit your application.