Paraplanner Diploma Qualified
5 days left
- Full Time
This highly reputed Chartered Financial Planners firm based in Milton Keynes are currently seeking a diploma qualified Paraplanner to join a team of 4 Paraplanner. You will be an articulate and highly driven individual who is a key team player. In return you will be joining a company that offer excellent career progression opportunities and pride themselves in providing a great working environment.
Product research, report writing and the production of compliant suitability letters, along with the regular review of client portfolios. Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.
- Level 4 Diploma in Financial Planning or AFPC (Advanced Financial Planning Certificate).
- Excellent reporting skills & attention to detail, along with good oral & written communication skills.
- Microsoft Office (Outlook, Word & Excel, Powerpoint)