Are you a successful and skilled Paraplanner? Are you looking for a professional environment where you will provide specialist solutions? If so, this opportunity will be of interest.
Page Personnel are working with an investments company based in Christchurch who are looking for a Paraplanner to join their team on 3-4 month period.
You will provide support to a successful team of Consultants. You will produce in depth research and bespoke client reports. You will ensure that the business pipeline is managed effectively and that existing clients are monitored and reviewed on a regular basis. You will act as the main point for technical queries and have regular contact with clients.
Applications are invited from degree educated Financial Services professional with experience of Paraplanning. You will be qualified to Diploma level and have strong knowledge covering all areas of Financial Planning including Pensions, Investments, Income Drawdown and Transfers.
You will be able to demonstrate good presentation, communication and IT skills and have a hard working and flexible attitude.
£30,000 - £35,000 + Benefits
3-4 month fixed term contract