Paraplanner - Leicester - £35-42k, Excellent

2 days ago

Leicester, United Kingdom Financial Divisions Full time

Are you a Diploma Qualified Paraplanner looking to support a top billing Adviser of a well-respected practice based in Leicester? This Client focused boutique wealth management firm provides financial planning and mortgage advice to local Private Clientsand their families and due to an increase in Business are looking for an experienced Paraplanner to join their team

Opportunity Highlights
- This is an excellent opportunity to widen your Paraplanning exposure
- The Adviser provides specialist advice on pensions, investments mortgages and protection
- This firm takes pride in their approach to Clients offering a first-class service
- You will be involved in producing suitability reports, maintaining compliance, undertaking comparative technical research, reviewing fact finds, conducting annual reviews and resolving client queries
- CII Level 4 Diploma is essential
- Experience of Intelligent Office desirable

To discuss this role in more detail, please either call Camilla Howden at Financial Divisions.

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