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Cameron James
,
Doncaster, South Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
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.