Client Focused Suitability Specialist
2 weeks ago
This is an excellent opportunity to join our team at Intellect UK Group Limited as a Paraplanner. The successful candidate will be responsible for providing high-quality support to our IFAs and Senior Paraplanners.
Responsibilities:- Preparation of suitability reports;
- Management of the CRM system;
- Collaboration with IFAs and Senior Paraplanners on a daily basis;
- Strong analytical and communication skills;
- Ability to work independently and as part of a team;
- Experience working with CRM systems;
Intellect UK Group Limited offers a competitive salary of £30,000 per annum, along with a range of benefits including pension, 6 weeks' holiday plus bank holidays, and private medical insurance.
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