Paraplanner - Diploma/Part Diploma

Posted 29 January by Blakemore Recruitment

Blakemore Recruitment have been requested by this leading Wealth Management business to help them source a dynamic Paraplanner who holds Financial Services experience and has progressed with exams towards Diploma Level 4 due to increase business levels. The role will be based in High Wycombe in Bucks.

The role will be suitable to someone who has a background as an Paraplanner/Report Writer within the financial services industry, working for an IFA. 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.

A great salary is on offer ranging from £40,000-£45,000.

Required skills

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

Reference: 34339572

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