Long established IFA seek Paraplanner - based in Wimborne - £27000 to £32000. Permanent role.
Your new company
IFA established for over 30 years seek Paraplanner for their Wimborne office.
Your new role
Research and analysis to meet clients needs. Preparing client financial plans and suitability reports. Generating valuations, providing investment reviews, investment switching, portfolio re-balancing. Financial Services general administration and compliance.
What you'll need to succeed
Previous Financial Services Sales Support, Paraplanning or Financial Services Research experience required. Good report writing skills and good IT skills.
What you'll get in return
The opportunity to work with a professional team.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
This job was originally posted as www.totaljobs.com/job/77528080