Our client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in Newton Abbot.
Paraplanner responsibilities include:
- Receiving instructions during debriefings from advisers following client meetings
- Analysing data and using research tools to provide solutions to meet client needs and objectives
- Providing records to support research undertaken
- Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way
Paraplanner skills and qualifications:
- Level 4 Diploma in Financial Services and ideally working towards Level 6
- Demonstrate practical awareness and up-to-date knowledge of retail financial products
- Deliver effective and positive communication
- Demonstrate competent use of IT
Paraplanner benefits include:
- 25 days annual leave + bank holidays
- Pension Scheme 3% employer contribution
- SSP
- DIS x 2 salary
Ref: 10648
Recruitment Consultant: Clodagh Murphy