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Paraplanner

Job LocationCannock
EducationNot Mentioned
Salary£35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

My client, a wealth management business based in the West Midlands, are looking for an experienced Paraplanner to join their team. The company are incredible at developing and retaining their staff with their laid back management style. Paraplanner duties:-

  • Working alongside and support the Financial Planner on advice strategies
  • Research on products and investment strategies
  • Producing suitability reports
  • Preparing technical reports and recommendations
  • Requirements as a Paraplanner:-
  • Level 4 qualified is preferred but not necessary
  • Minimum 1 years’ experience as a Paraplanner
  • Strong pensions/investments/protection product knowledge
  • Benefits received as a Paraplanner:-
  • Basic salary of 35K
  • Flexible working from home schedule
  • Company will pay you through Level 4 qualification
  • A relaxed and amazing company work ethic
  • If you are interested in this Paraplanning role please apply within, or call directly. Required skills
  • Financial Services
  • Investment
  • Paraplanning
  • Reports
  • Suitability
  • Keyskills :
    Financial Services Investment Paraplanning Repts Suitability

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