Paraplanner (Financial Services) Warwickshire
My client is a long established and highly reputable Independent Financial Adviser who specialises in pensions including Final Salary/Defined Benefit schemes, investments and financial planning for ex pats.
They now seek a further member of the team.
The role is a Paraplanner and as such includes report writing, assisting Advisers with recommendations, some joint visits and using a good technical knowledge in the pensions and investment fields. A knowledge of Final Salary market would be a definite advantage.
You will need technical paraplanning experience including report writing and a desire to be an integral team member within a small office in superb country surroundings.
You must be well qualified within Financial Services - level 4 or beyond - or have a paraplanning qualification.