Job Ref: 214852508

Date: 2021-10-08 11:41:42

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This national financial planning company are seeking a new Paraplanner to join their growing team. They deliver private and corporate wealth planning services to their trusted clients and have a great reputation in the industry. Employees are encouraged, supported and valued in order to reach their full potential within the business and contribute to the company's success. They uphold modern values and innovative ideas underpin everything they do

The Job

During a period of key expansion, our client is looking for a technical Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

* Prepare quality and technically accurate client suitability reports

* Research funds for clients

* Maintain the client back office system (Intelliflo)

* Keeping up-to-date with new legislative changes

What’s needed to be considered

* Previous experience within a Financial Planning or Financial Services

* Professional communication manner, both written and verbally

* Any Financial Services qualifications are desired

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

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