Paraplanner

Posted 5 January by Coast Specialist Recruitment
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Our client, is a reputable and successful firm of Independent Financial Advisers.

This is a well established business working within a friendly environment. Due to continued growth, the company requires an experienced Paraplanner to join them, working on a one to one basis with an adviser, specialising in pensions and investments.

The job holder will be dealing with research, report writing, recommendations and liaising with clients and providers. This is a busy and responsible role. Candidates must have Paraplanning experience and ideally possess Diploma Level 4 in regulated financial planning (or be close towards it)

Our client will support either a "career paraplanner" or somebody that wishes to progress to advising over time.

This is a full time role offering a long term career path.

Interviews available immediately, initially via zoom or similar.

Required skills

  • Financial Planning
  • Paraplanning
  • Pensions
  • Report Writing
  • Research

Reference: 41259591

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