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Job Location | Loughborough |
Education | Not Mentioned |
Salary | £30,000 - £37,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent, full-time |
ParaplannerLoughborough (Our ref AL1011)Salary £30,000 - £37,000 + benefits, depending on experience and qualificationsWorking from Home is an optionWe have an exciting opportunity for a Paraplanner to join our clients growing Team. The main purpose of your role will be to work collaboratively with the team of Financial Planners to provide technical solutions for all aspects of financial planning, to prepare high quality written advice, delivered in an efficient manner; whilst mitigating any risks to the business.You will proactively engage with clients, to obtain or clarify information that is needed to be able to provide the best possible advice and to answer client queries of a factual or technical nature.Main Responsibilities
Keyskills :
Investments Paraplanning Rept Writing Wealth Management Retirement Planning