Financial Services Specialist
2 days ago
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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