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Paraplanner

Posted 27 February by Thomas George Selection Easy Apply Ended

A firm of Independent Financial Advisers with an excellent reputation has an opportunity for a Paraplanner at their offices in Tamworth.

This role will provide support to independent financial advisers with research and report writing services.

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The main duties of this role include;

Provide technical assistance for financial advisers

Carry out research in support of financial recommendations

Prepare suitability reports for pension, investment and protection advice

Maintain compliant files

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Candidate requirements;

The ideal candidate will offer skills supporting IFA’s in a similar role

They will be able to work towards deadlines and prioritise workloads

Be professional, organised and offer good communications skills both written & verbal

Industry qualifications are desirable but not essential

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This is an excellent opportunity to join a well-regarded Midlands based practice offering a warm and friendly culture.

Support is available for further development if desired.

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Your contact - Keith Enright at Thomas George Selection
Please visit our website ' tgselection.com ' for further details on this and other Financial Services opportunities..

Required skills

  • Financial Services
  • Paraplanning

Reference: 34402945

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