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Cameron James
,
Doncaster, South Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Doncaster based IFA Firm is looking for a Paraplanner to support the Financial Planners when informing and advising Clients on financial strategies, plans and products. Starting salary between £28,000 and £33,000 When successful you will be expected to; 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.