Paraplanner - Bury St Edmunds
My client, a leading financial services company actively seek an experienced paraplanner to assist the financial planning department.
As Paraplanner you will be taking an active part in the financial planning process. Speaking and meeting with clients is an important part of the role. You will also be expected to carry out to research and analyse data, prepare bespoke recommendations reports to meet our client’s needs and provide support to the Advisory team.
- Financial Planning Diploma Level 4 Qualified or Part qualified, with the desire to becoming chartered.
- Strong technical knowledge of pensions, investments, life assurance and taxation.
- Strong IT and Communication skills.
- A good team player.
- Attention to detail.
This is a fantastic opportunity to work with a highly respected financial advisory firm. Fantastic package available for the right candidate.