Senior Financial Planning Assistant/Paraplanner
£25,000 - £30,000
I am pleased to be engaged by a Financial Services business with outstanding industry reputation to assist in the appointment of an additional Paraplanner to their establish team based in North Wales. Offering competitive salary as well as excellent career progression opportunities, this is a rare opportunity to develop your career in Financial Planning further.
Writing suitability reports, conducting product research and attending meetings with the advisers is what the successful individual will be primarily involved in. Sponsorship and support for any further industry qualification studies will be provided.
For your application to be successful you must have previous experience of working for an IFA practice, or a product provider. Progress made towards the Diploma in Regulated Financial Planning is a MUST, however, experience will be taken into consideration if you don't meet the qualifications criteria.
If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525 or send your application to .
If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!
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