Our client is a well-established directly authorised financial services company. Who are undergoing strong growth and are looking for a Paraplanner to join their team.
The successful candidates will be either studying towards, or Level 4 Diploma qualified with experience working as support staff within the financial services industry. Will also have knowledge and understanding of Pensions and Investments.
As a Paraplanner you will working closely with our advisers assisting with the following roles amongst others:·Product research·Portfolio administration·Drafting of client letters and Suitability Reports·Preparation of client meeting documents·Client liaising
Working with over 25 advisers meaning your work varied and will gain different experiences working with each adviser.
Salary will be dependent on experience and educational background.
If you are Level 4 or working towards it and have experience as a paraplanner and feel this job is for you, then apply now.
This job was originally posted as www.totaljobs.com/job/76682350