ParaPlanner / ParaPlanner Manager
Our client a well established Financial Services practice are looking for an experienced ParaPlanner / ParaPlanner Manager to join their team at their busy offices based in Ashby de la Zouch.
As Paraplanner you will be required to provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients. You will also be required to provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management. You will also need to provide technical support and back up to Sales Consultants and the Sales Support function.
The ideal candidate will be at least Level 4 Diploma or be working towards it.
If you have previous experice within Paraplanning please send your CV in word format and contact me to discuss the role in further detail OR if this does not sound like the opportunity for you, but you are a financial advise professional, please feel free to get in touch, to see other opportunities we may have within this field.
KEY WORDS: Paraplanner, Compliance file checker, IFA, Independant Financial Advisor, Finance, Ashby de La Zouch, Leicestershire