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| Job Location | Stoke-on-Trent |
| Education | Not Mentioned |
| Salary | £30,000 - £35,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
The opportunity for an experienced Financial Services professional to join a fantastic Financial Planning company in Staffordshire who focus on providing a high quality financial planning and investment management service. You will have the chance to work in a close-knit, supportive team and you will be rewarded with a competitive salary alongside a great benefit packageThe OpportunityThey are requiring an experienced Paraplanner to support the successful Financial Planners of the business. You will be responsible for performing research, obtaining illustrations, using analytical software, preparing client suitability letters and financial report writing, ensuring recommendations are implemented accurately, checking trades on investment platforms, overseeing annual reviews and client liaison .What’s needed to be consideredIn order to be considered for this unique opportunity, candidates need to have -
Keyskills :
Financial Planning Paraplanning Rept Writing Research Wealth Management