Financial Services Specialist

2 days ago


Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time
Paraplanner Opportunity

Cathedral Appointments | South West Recruitment is seeking a skilled Paraplanner to join our client's team in the South West region.

Key Responsibilities:

  • Receive instructions from advisers following client meetings and analyze data to provide solutions that meet client needs and objectives.
  • Load cases onto relevant platforms and ensure effective communication with the administrator and consultant.
  • Provide records to support research undertaken and demonstrate practical awareness of retail financial products.

Requirements:

  • Level 4 Diploma in Financial Services and ideally working towards Level 6.
  • Demonstrate up-to-date knowledge of retail financial products and deliver effective communication.
  • Demonstrate competent use of IT and provide records to support research undertaken.

Benefits:

  • Up to £45k DOE.
  • 25 days annual leave + bank holidays.
  • Pension Scheme 3% employer contribution.
  • SSP.
  • DIS x 2 salary.

Contact: Clodagh Murphy, Recruitment Consultant.



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    {"title":"Paraplanner Role","subtitle":"Financial Services Specialist","content":"Cathedral Appointments | South West Recruitment is seeking a skilled Paraplanner to join their team in the South West region.The successful candidate will be responsible for:Receiving instructions from advisers following client meetingsAnalysing data and providing solutions to...


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