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Job Location | Blaby |
Education | Not Mentioned |
Salary | 30,000 - 32,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
ParaplannerA well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to come on board as a Paraplanner.Your main duties will be to provide Paraplanning support to the companies advisers, including preparing documents and submitting business, ensuring all paperwork and processes are fully compliant.Our client is a friendly, family orientated company, full of hardworking people and they are looking for someone who is excited about this rare opportunity. To apply for this position, you must have at least 2 years experience of working in a similar roleand have a good technical understanding of Investment, Retirement, and Pension products and your use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and a genuine ability to forge strongrelationships with colleagues and clients.Duties and responsibilities for Paraplanner include: