Paraplanner

Posted 6 November by We Are SSG

Watson Evans Associates are working with a well established business who are looking to strengthen their Financial Services team with the addition of a Paraplanner.

This is a key role within the organisation and the ability to communicate clearly and work as part of a team is essential. The position will be offered on a full time, permanent basis and will have a starting salary likely to be between £20,000 and £25,000 dependent on experience and qualifications.

Working to support the Financial Planners, duties will include:

  • Research and analysis
  • Supporting the preparation of financial plans and reports
  • Handling queries from clients
  • General client admin work

The successful person will be/have:

  • Excellent standard of written and verbal communication skills
  • Experience in a similar position
  • Working knowledge of professional guidelines and regulations

For further details and to apply, please send a copy of your CV to Oliver Watson quoting reference OW357.

Reference: 33727059

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