£25,000 to £33,000 plus benefits and exam support
Junior Paraplanner required by this established Financial Advice firm to work with Private Clients across the full range... advice including Investments, Protection and Retirement Planning.
The Junior Paraplanner duties will include new business processing, provider liaison, client communications, valuations, report writing, database management and the preparation for and attendance at client meetings. Exam support will be provided to gain Level 4 qualifications to become a qualified Paraplanner.
Successful candidates will be experienced in providing support to Financial Advisors, ideally within an IFA environment, be able to demonstrate excellent technical knowledge and must have experience in report writing... See more