Paraplanner - Cambridge

Posted 14 June by Focus Search and Selection
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We are looking for an experienced Paraplanner to join a firm of Chartered Financial Planners and Independent Financial Advisers (IFAs), possessing extensive market knowledge.

As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products.

To be considered for the Paraplanner position you will be an experienced, financial services administrator with exceptional technical knowledge. Diploma Level 4 or willingness to work towards this would be advantageous.

You will be rewarded with a very generous basic salary, bonus potential and benefits package including a whole range of flexible benefits.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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Required skills

  • Administrative
  • Financial Services
  • Paraplanning

Reference: 38224246

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