Paraplanner

Posted 13 January by Blakemore Recruitment
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Blakemore Recruitment are currently assisting this highly regarded and very well established Accountancy and Financial Planning business in sourcing a Paraplanner to join there Financial Planning team in Ascot.

This Paraplanner will be responsible for providing support to Financial Planners in providing bespoke/templated reports, attending client meetings, provider liaison, client communications and research.

The ideal candidate will need to have gained some experience within an IFA environment. As a Paraplanner you will have support from the financial administration team and will be able to demonstrate a high level of knowledge on the markets.

This is an excellent organisation to work for, great benefits and a company that supports you 100% in bettering yourself, both personally and professionally.

Required skills

  • Financial Planning
  • Financial Services
  • Investments
  • Paraplanning
  • Wealth Management

Reference: 39717578

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