Job Information

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

Starting salary between £30,000 and £35,000

When successful you will be expected to;

• Prepare and compile financial analysis data
• 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

To be successful you will need;

• Level 4 Diploma in Financial Planning or have equivalent experience working within a similar Paraplanner role

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

Or apply now.