Paraplanner - St Albans

Posted 12 January by Select Appointments Ending soon

Paraplanner - St Albans

Would you like to work in a fun, friendly environment?

Are you from a financial services background with experience in Paraplanner, dealing with providers, clients and IFA’s, fact finding and using financial analytics?

You will be liaising with clients regarding any queries
Follow-up calls for reports that have been sent out
Contacting providers to get policy specific information
Preparing client reports and much more!


If this sounds like you , we want to hear from you, Apply Today!!

Required skills

  • Analytics
  • Fact Finding
  • Financial Services
  • Paraplanning

Application question

Are you a Paraplanner qualified to Level 4?

Reference: 33332296

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