Job Information

A Shropshire based Wealth Management Company is looking for a Paraplanner to support the Financial Planner when informing and advising Clients on financial strategies, plans and products.

Starting salary between £39,000 and £45,000

When successful you will be expected to;

• Prepare and compile financial analysis data
• Analyse Client data and prepare cash flow analysis
• Research products to support recommendations
• Compile financial planning recommendations and suitability reports
• Liaise with product providers and other relevant third parties
• Ensure that all Client requirements are followed through to the appropriate conclusion
• Managing, recording and monitoring Client annual reviews on behalf of the Financial Planners

To be successful you will need;

• Level 4 Diploma in Financial Planning or equivalent
• Experience working within a Paraplanner role or equivalent previously

If you would like to know more please search ‘Cameron James Professional Recruitment`, call and ask for Richard.

Or apply now.