Job Information

Leading Wealth Management firm is recruiting for a Paraplanner to support their successful Financial Planning team..

Duties will include:

• 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 working towards
• Experience working within a Paraplanning role or equivalent previously

If you would like to know more, call me for a confidential discussion Or APPLY NOW.