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Paraplanner

Location: wirral Salary: 25000.00 - 35000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 2 months ago Reference: 3116546
An exciting opportunity for a Paraplanner to join an innovative leading Financial Advisor Firm!

This organisation is a focused with a commitment to providing the best service for each and every client they work with. They are looking for an experienced Paraplanner to join their hardworking team.

Salary: Negotiable dependant on experience.

Duties Include:

• Producing client reports including Fact finds, Valuation Reports, Suitability Reports etc.
• Meeting compliance requirements and assisting advisers with any queries.
• Research, Financial and Investment Reviews.
• High level of client contact including attendance of client meetings.

An Ideal Candidate will have:

• Proven experience working in a Paraplanner role.
• Excellent technical knowledge and awareness of current markets.
• Understanding of industry regulations.
• Self-motivated and hardworking.

If this sounds of interest, please contact Rebecca Hunt on 0161 833 2033 or by email on Rebecca.Hunt@reedglobal.com as soon as possible to be sure to not miss out on this opportunity.

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