Job Title: Paraplanner
Salary: Up to £30k
Our client, an Independent Financial Advisers who offer bespoke advice to clients throughout the UK are looking to recruit a qualified Paraplanner to join the team. You will be responsible for the daily tasks supporting the IFA’s, playing a key role by providing an efficient and smooth process, ensuring clients get the best results.
Duties will include:-
- Undertaking research
- Creating reports
- Financial planning analysis and report writing
- Ensure all documentation, reports and recommendations are prepared
- Client communication
The ideal candidate will have the following skills and experience needed:-
Previous experience within a fast-paced IFA Practice
Excellent communication and analytical skills
For more information or to send applications, please contact Melanie Phillips on email@example.com.
|Job Category||Financial Advice, Financial Services, Investment Finance, Wealth Management|