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An exciting paraplanning opportunity has arisen to join an established and expanding Financial Services business.
You will be responsible for: Thorough analysis of client holdings, Report writing, Sourcing quotations, Comparison and selection, Meeting preparation, Product and technical research and administration of more complex financial products.
The ideal applicant will already be an experienced paraplanner and will be able to demonstrate a strong commitment to personal development. You will have excellent knowledge of life, pensions and investment products, and hold the FPC/CFP qualifications, or be working towards this.
Salary is negotiable depending on previous experience and qualifications.
About New Careers: As an agency we specialise in Financial Services Recruitment and have a number of Paraplanning / Financial Services Support, Pension Administration, and IFA roles available throughout the Midlands, Yorkshire and the North East.
Please click the apply button below to send a copy of your CV.
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