PARAPLANNER REQUIRED TO WORK FOR A SUCCESSFUL FINANCIAL SERVICES COMPANY
Your new company
You will be working for a proactive, professional and committed company who aim to create long-term success and financial progression for their clients. Providing quality services this company is growing and requires a Paraplanner to join their company department providing a range of support to the Independent Financial Adviser.
Your new role
You will be responsible for undertaking research, producing suitability reports after detailed discussions with the adviser and overseeing the submission of cases to compliance. You will be speaking with clients and colleagues on a daily basis and will require an excellent telephone manner and written communication skills.
What you'll need to succeed
It is essential that you have at least 1 years' experience as a Paraplanner/Paraplanner trainee or have previous experience working for an Independent Financial Adviser. You must have excellent knowledge of word, excel and other financial packages. Key qualities for this role include; adaptability, patience, and being personable in your approach.
What you'll get in return
You will be working for a well-established company that will offer opportunities for further training and progression. Working Monday to Friday 9am-5pm you will receive a competitive salary and private medical alongside other benefits.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.