IFA Sales Support/Junior Paraplanner

Posted 22 February by Blakemore Recruitment Easy Apply

Blakemore Recruitment are assisting this well established and good size Financial Planning business recruit for an experienced sales support/Paraplanner based in St Albans. You will provide technical support to their top advisers and clients and have good Investment and Pensions knowledge.

The successful candidate will be an experienced sales support/paraplanner, confident in dealing with HNW clients, with a first class track record in providing sales support to advisers. You will be working towards your CF exams with strong knowledge of the industry.

This is an ideal role for a Senior Admin person with some or very little exposure to report writing but want to now develop into full blown Level 4 Paraplanner. This business will support you though exams and training.

Required skills

  • Financial Services
  • HNW
  • Investment
  • Pensions

Reference: 34532195

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