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