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Paraplanner - Diploma/Part Diploma

Posted 4 January by Blakemore Recruitment Ended

A leading Financial Planning business is currently seeking to recruit a dynamic Paraplanner who holds Financial Services experience and has progressed with exams towards Diploma Level 4. The role will be based in St Albans.

The role will be suitable to someone who has a background as an Paraplanner/Report Writter within the financial services industry, either working for an IFA or an Insurance Company. A previous adviser with relevant experience will also be considered too.

You will have attention to detail, customer services and excellent communication skills. A working knowledge of investments and pensions administration (Paraplanning) is essential.

The ideal candidate should have a current working knowledge of our industry and its product range. The role requires an individual who is experienced in working to deadlines, prioritising workload, project management and providing a high level of customer service at all times. To be successful, you will be progressing toward your Diploma qualification or have it already, although our client will assist you,and have gained the relevant experience noted above.

Required skills

  • Administrative
  • Financial Services
  • Wealth Management
  • Sales Support
  • paraplanner

Reference: 34135080

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