|Location: ROTHERHAM, SOUTH YORKSHIRE||Salary: 22000.00 - 30000.00 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 7 months ago||Reference: 3058174|
You will be supporting the advisors, your day-to-day duties will include the preparation and administration of financial plans and reports. You will undertake research to identify suitable solutions to the clients' needs.
Report Writing and Administrative duties as part of the team to ensure clients are confident, capable and informed about their investment and financial choices, including compliant advice in all areas.
• Must have experience in writing reports, pensions and trusts.
We are looking for a Paraplanner in Rotherham, on a permanent basis working in a strong team-focused environment.
Specific tasks and attributes include:
● Preparing suitability letters, reports and recommendations for areas including; investments and pensions.
● Product and fund research
● Prepare cash flow models
● Formulate illustrations and proposals whilst undertaking research to support recommendations
● Provide technical support to complex client queries
● Working closely within a team of financial planning consultants and administrators
This is an excellent career development opportunity for an experienced paraplanner to join our prestigious firm in Rotherham. In return for experience and hard work, a competitive salary will be on offer, commensurate with experience and abilities.
• Paraplanning experience
• Level 4 qualification, or Diploma in Financial Planning, or be close to obtaining this
• Excellent communication skills, verbal and numerical
• A keen eye for detail
• A good knowledge of life, personal pensions, trusts and investment products
Please apply online, or Naheed on 0113 236 8957 for further information.
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