Paraplanner

Recruiter
Thomas George Selection
Location
Bromsgrove, Worcestershire
Salary
£28,000 per annum
Posted
12 Oct 2019
Closes
25 Oct 2019
Ref
1259310971
Contract Type
Full Time
A specialist independent financial planning firm in Bromsgrove are seeking a Paraplanner to join an existing support team.

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My client has built an outstanding reputation with both clients and employees. They offer financial planning solutions across all main areas of financial and wealth planning.

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The role will provide paraplanning support for Financial Planners who provide financial and wealth planning advice across investment, retirement and protection planning.

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Paraplanner - Duties include;

Collect client and industry information to compile a financial plan

Prepare recommendation reports

Assist in the preparation of client recommendations

Maintain compliant standards

Illustrate client risk profile

Compile client statements to identify net worth, finances, and cash flow forecast

Build cash flow models

Candidate requirements;

It is essential to have a background in a similar type of role supporting the financial planning process

Industry qualifications - on track or completion of diploma

Be professional, organised and offer excellent communications skills both written & verbal

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Posted by Keith Enright at Thomas George Selection
Please visit tgselection.com for a selection of opportunities in Financial Services.

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All applications received will be dealt with in the strictest confidence.
We will be in touch if your application has been successful within 3 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but your information may be retained in connection with future opportunities.

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