Paraplanner Role - Plymouth

Posted 9 October by Recruit UK

We are working with a leading wealth management firm based in Plymouth looking for a Paraplanner to join their business.

Ideally, you will have a wealth of financial services experience, most of which in a paraplanning role, with a minimum of the level 4 diploma.

You will be liaising directly with financial planners and assistants. Your main role will be to research solutions for the clients and draft a clear and effective report presenting recommendations for the client.

You will receive full exam support, a generous basic and company benefits.

For more information on the role and the company please contact Angharad Jones or apply now!

Required skills

  • DB
  • Paraplanning
  • Research
  • Wealth Management

Application question

Do you hold the level 4 Diploma?

Reference: 36316867

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