This well established Financial Planning business is now looking for an experienced sales support/Paraplanner based near Bank (City). 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 toward the Diploma qualification and will have some Financial Services qualifications, with strong knowledge of all investment and pension's products.
If you are looking for the next move in your career, get in touch to find out more about this and other roles we are working on.
- Financial Services