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Paraplanner

Location: BIRMINGHAM, WEST MIDLANDS Salary: 28000 - 32000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 6 months ago Reference: 3231279
My client are a diverse financial services firm that offer advice across a wide range of products on the independent market.

With 100+ Advisers, their client bank is high networth across both private and corporate wealth.

They are looking for a Paraplanner to join their growing and friendly team in Birmingham and will offer full training and support in the role.



Key Duties:

• Check Fact find is fully completed

• Check the Factfind info entered by the Adviser onto Back Office System

• Liaison with the Paraplanning Team Manager

• Conduct core research on behalf of the Adviser.

• Assist with cash flow management


Skills & Experience:

- Previous Paraplanning experience
- High attention to detail
- MUST be Level 4 Diploma qualified
- Good report writing skills
- Knowledge of using cash flow forecasts


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