Paraplanner
- Employer
- NJR Recruitment Ltd
- Location
- Altrincham, UK
- Salary
- Competitive
- Closing date
- 3 Feb 2021
View more
- Sector
- Accountancy
- Contract Type
- Permanent
You need to
sign in
or
create an account
to save a job.
Job Details
PARAPLANNER
ALTRINCHAM
An established Paraplanner is now sought after to work for one of our Clients, a recognised name within the North West Financial Advising Market. Candidates applying will be Level 4 Qualified, along with offering proven experience of working in a technical Paraplanning role.
This role will involve supporting and assisting the Financial Planners in the delivery of bespoke solutions to clients as part of the financial advice process. This will include; collating and interpreting client information, contribute to the formulation of suitable strategies, prepare suitability reports, identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required
ALTRINCHAM
An established Paraplanner is now sought after to work for one of our Clients, a recognised name within the North West Financial Advising Market. Candidates applying will be Level 4 Qualified, along with offering proven experience of working in a technical Paraplanning role.
This role will involve supporting and assisting the Financial Planners in the delivery of bespoke solutions to clients as part of the financial advice process. This will include; collating and interpreting client information, contribute to the formulation of suitable strategies, prepare suitability reports, identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required
You need to
sign in
or
create an account
to save a job.
Get job alerts
Create a job alert and receive personalised job recommendations straight to your inbox.
Create alert