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Experienced Paraplanner

Location: BOURNEMOUTH, DORSET Salary: 28000 - 35000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 9 months ago Reference: 3197094
National Financial Planning practice are recruiting for a Experienced Paraplanner to be based from their Dorset based office in Christchurch.

As a Paraplanner you will be working alongside the businesses Advisers, Paraplanners and Administration to provide a excellent report writing service.

The ideal candidate will have previously been a Paraplanner in a IFA Practice with upto industry knowledge and have achieved Level 4 Diploma in Financial Planning/ working towards.

The Role…
 Propose recommendations
 Extensive analysis of clients data
 Obtain required quotes and illustrations
 Provide recommendations where needed
 Report writing

Desirable Skills...
 Experience using Adviser Office
 Excellent written and verbal communication skills
 Use of initiative
 Organised with excellent time management

Please apply online today or send most upto date CV to

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