|Location: KENDAL, CUMBRIA||Salary: 24000.00 - 30000.00 GBP Per Annum|
|Sector: Insurance||Job Type: Permanent|
|Shift Type: N/A||Applications: N/A|
|Posted: 5 months ago||Reference: 3106715|
A whole of market Financial Planners in Cumbria is seeking a Paraplanner to provide full support to the advisers. Key tasks will include assisting the Planner with maintaining their client relationships, conducting analysis and research, and producing suitability reports.
As a Paraplanner you will be expected to work closely with all staff within the business to ensure a smooth yet compliant process is followed, and assist in providing a great client service.
The ideal candidate will:
• Have previous experience in a similar Paraplanning role.
• Be Level 4 Diploma qualified or working towards.
• Be well organised and meticulous, with strong work ethic.
• Have excellent written and oral communication skills.
In return you will receive a very competitive salary and benefits package.
Please feel free to contact me on 0161 833 2033 / firstname.lastname@example.org to discuss this opportunity or for a confidential conversation regarding your job search and career goals.
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