An Independent Financial Advice practice has an excellent opportunity for a Junior Paraplanner to join their existing support team.
This role will provide support services to a team of independent financial advisers with advice research and report writing.
The main duties of this role include;
Prepare suitability reports for pension, investment and protection advice
Provide assistance for financial advisers
Carry out research in support of recommendations
Maintain compliant files
The ideal candidate will offer skills supporting IFA’s or Financial Planners in a similar role
They will be able to work towards deadlines and prioritise workloads
Be professional, organised and offer good communications skills both written & verbal
This is an excellent opportunity to join a well-regarded Midlands based practice offering a welcoming and friendly office environment.
Support for career development is available.
Posted by Keith Enright at Thomas George Selection
Please visit tgselection.com for further details on this and other Financial Services opportunities.
All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities.