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Paraplanner

Posted 5 January by Exchange Street Financial Services Ended

Our client is one of the largest and most pre-eminent names in the region with an unparalleled reputation for the support it provides its advisers. They have recently engaged us to assist in the continued growth of their business and to this end are now seeking to recruit a Paraplanner to their team.

Responsibilities will primarily involve providing support to the firm’s fee earners, therefore it is a pre-requisite that candidates have prior experience of working alongside financial advisers and have an excellent understanding of investment, pension and protection cases. Duties will include compiling product research, report writing and production of compliant suitability letters. In addition, the role holder will also be a regular point of contact for general client questions and support.

To be considered applicants will hold the Diploma in Financial Planning or be very close to achieving this status. Candidates must be determined, technically able and capable of working to a very high standard with a minimum of two years’ experience.

Required skills

  • Financial Planning

Reference: 34148927

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