Financial Services Specialist

1 week ago


Boston, Lincolnshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time
Job Title: Paraplanner

Location: Boston, Lincolnshire

Salary: Up to £32,000 (based on experience and qualifications)

About the Company: Our client is a prominent financial services company specializing in a comprehensive range of investment and wealth management solutions. With a commitment to delivering tailored financial strategies, they focus on providing expert advice to individuals and businesses.

Key Responsibilities: As a Paraplanner, you will be responsible for supporting the financial planning process, including data analysis, research, and report preparation. You will work closely with the financial planning team to deliver high-quality solutions to clients.

Requirements: To be successful in this role, you will need to have a strong understanding of financial services and a keen eye for detail. You will also need to be able to communicate complex financial information to clients in a clear and concise manner.

What We Offer: Our client offers a competitive salary and benefits package, as well as opportunities for professional development and growth. If you are a motivated and ambitious individual looking to start your career in financial services, this could be the perfect opportunity for you.

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