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Location: wirral Salary: 25000.00 - 35000.00 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 11 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 as soon as possible to be sure to not miss out on this opportunity.

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