Paraplanner - Northwich
My client is a leading provider of Investment Management and Financial Advice seeking to appoint an experienced Paraplanner to join their team based in Northwich.
You will work with the Adviser to identify the most suitable product by: ensuring all required information is provided by the client, conduct product research and analysis in order to produce draft recommendation reports. You will undertake annual reviews, where appropriate and provide on-going servicing of clients as and when required.
Applicants must be experienced working in a similar role and hold the Diploma in Financial Planning (Level 4).
Salary of £30,000-£37,500 depending on experience. Please apply to Leanne Boddy at WWB Recruitment.