Financial Advisor Career Opportunity

3 weeks ago


Cambridgeshire and Peterborough, United Kingdom Oval Recruit Full time

**Job Summary:**

Oval Recruit is seeking a skilled Paraplanner to join their Financial Advisory firm. This role will support the growth of the advisory team and involve client servicing, technical administration, and support duties.

The ideal candidate will have previous paraplanning experience, strong technical knowledge of Investment & pension products, and be diploma qualified.

Key Responsibilities:

  • Writing Financial Planning reports for advisors to present to clients.

Requirements:

  • Previous paraplanning experience
  • Strong technical knowledge of Investment & pension products
  • Diploma qualification

Salary: £competitive plus package



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