Hours: Monday-Friday: Business Hours
Location: DarlingtonPin Point Recruitment are currently looking for a Paraplanner to join a dynamic group within the financial sector. The ideal candidates must be focused, organised & have a great work ethic. The successful candidates will be supporting with the increased volume of work within a corporate environment. Key Skills: Paraplanning support: Investment strategies: Financial solutions: Financial planningRoles & Responsibilities:·Understanding of the Financial Planning process ·Able to work within defined business processes·Building a team within the paraplanning department·Develop knowledge in all areas of financial planning·Advising financial services·Following the compliance functions ·Pension & investment analysis ·Administration & maintaining client files·Working in a growing organisation·Completing & issuing client application documentation·Client contact & client meetingsPersonal Skills: Any of the below qualifications are a definite requirement:·CISI Level 4 Qualified·Level 4 Diploma in Financial services ·Level 4 Diploma in Financial Planning ·IT skills excel & skills This is a fantastic opportunity to join a corporate & professional organisation on a permanent basis.
For further details, please apply with an up to date CV.
This job was originally posted as www.totaljobs.com/job/80438139