Product Features
Blog
Contact Us
Sign In
Independent Resourcing Consultancy
,
Bradford, West Yorkshire
Paraplanner
|
|
Job Type: Full-time |
|---|---|
|
|
Salary: £22,000 per annum |
Overview
Paraplanner - Bradford Our client is looking for a paraplanner to join their team based in Bradford. You will be required to support their Financial Advisers by providing technical assistance whilst delivering excellent client service and attention to detail. As a Paraplanner you will support the advisers by conducting detailed research for existing and potential clients in a timely and compliant manner and producing client reports. Duties include: Conducting research on products and helping find the right solutions for our clients Writing Financial Planning Reports that our Advisers present to clients Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries The successful Paraplanner must have Experience working in a "Whole of Market" Financial Advice firm, Paraplanner/ report writing experience is essential Excellent attention to detail Professional with excellent communication skills This position is offering a competitive salary of upto£35,000 dependant on experience plus benefits. For more information on this position on offer please apply today and a specialist consultant will be in touch.