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Paraplanner

Posted 18 January by Summit Personnel Ltd Easy Apply Ended

A leading Chartered Independent Financial Advisory firm in the North West is seeking an experienced Paraplanner to join their highly successful office as a Technical Support Analyst.

As a Technical Support Analyst, you will provide analysis, research of funds and providers, report writing and product recommendations for presentation to clients. In addition, you will provide vital support to Sales Consultants and Sales Support whilst liaising with clients and insurers, providing answers to any general enquiries as required.

In order to be considered for this role, candidates should be Diploma qualified or studying towards and have at least 18 months proven experience in a paraplanning role. In addition, candidates must have worked for a firm providing independent advice to clients.

In return, a highly competitive remuneration package is on offer along with the opportunity to establish a career with an award winning and expanding business.

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning

Reference: 33336509

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