Paraplanner - Various Experience Levels
This firm is part of an AA-rated financial services group with over 60 years experience providing a range of financial products and services to over 10 million clients across the globe. Our client has high standards to maintain and in order for them to do this, they are seeking an experienced Paraplanner to join their successful and diverse team. In brief you will:
- Proactively work with advisors, compliance and product providers to help design and deliver first class; client centric solutions.
- Reviewing client circumstances, undertaking necessary research and then producing concise suitability reports.
- For an experienced Paraplanner, this will be a great opportunity to expand your skills while working alongside an experienced team that directly contribute to the delivery of holistic financial advice.
- For a junior Paraplanner, you will be hard pressed to find a more supportive and forward-thinking environment to learn and progress your career.
You must have previous experience of working within a financial services environment as well as a good knowledge of pensions and investment products. Due to the current work levels candidates with varying degrees of experience will be considered. If you feel you are ready for a new challenge and have skills and experience that matches the above criteria, do please consider applying for this position.