Reward Recruitment are currently working on behalf of a Financial planning firm, who are looking for a Paraplanner to join their expanding team, offering an excellent salary package.
Role and Responsibilities
- Prepare suitability letters in accordance with the agreed recommendations.
- Complete application / proposals forms.
- Ensure all compliance paperwork is in order.
- Identify areas for planning.
- Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs.
- Prepare information/comparisons for analysis by planner.
- Consider current and future allocation of assets for investment strategy with regard to client risk profile.
- Level 4 Diploma, or working towards completed Diploma
Contact Samuel Groom at Reward Recruitment for more details.