This is an exciting opportunity for an experienced Paraplanner to join a successful Financial Planning firm, based in Mansfield. Focusing on providing a high quality financial planning service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.
This unique opportunity is a paraplanning role in which the chosen candidate will work for the Financial Planners. Duties may include performing research, obtaining illustrations, using analytical software and client liaison.
- Competitive Salary
- Working remotely available
What's needed for me to be considered?
- Previous experience in a Paraplanning role
- You will ideally have attained the Level 4 Diploma in Financial Planning
- Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career