Basic salary to £35,000pa depending on experience.
A vacancy has arisen for an experienced Paraplanner to join a fast growing financial advisory business.
The role will be to support a network of financial advisers providing guidance and advice to retail clients. Communicate with prospective new clients and assist, as required, in the data gathering process. Manage the data collection from the existing providers. Completion of suitability letters on behalf of the financial advisers. Provide ongoing monthly and quarterly updates to existing clients.
Must have experience of Paraplanning within an Advisory environment. Be accustomed to liaising with clients and providers via telephone, have at least 12 months experience in completing Suitability letters, be proficient in MS Office (Word, Excel, PowerPoint, etc.) and ideally have Level 4 diploma qualification or at least some way towards it..
Apply today or contact: Advance
This is only one of many vacancies we are handling. Advance Search & Selection Ltd is a specialist within Financial Services and Pensions recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.