vacancy

Paraplanner (2813)

Ref: 2813

Our client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in Wellington.

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: 10638

Recruitment Consultant: Clodagh Murphy