
3 Days Left) Paraplanner
1 week ago
The client is looking for an experienced Paraplanner, or Senior Administrator who is ready to take their first step into a Paraplanner role.
Responsibilities:
1. Liaise closely with Financial Planners to gather fact find information for researching suitable outcomes
2. Prepare complex research and recommendations across a wide range of Financial Planning solutions
3. Prepare findings ahead of client meetings
4. Preparing suitability reports based on suitable client outcomes
5. Ad hoc project work
Skills & Qualifications:
1. Attained or working towards the Diploma in Regulated Financial Planning
2. Experience working in a financial services environment
3. Strong understanding of financial products and services
4. Excellent administrative, research, and report writing skills
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Experienced Financial Planner Required
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3 Days Left Title:
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Receptionist - 3 Days
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Mechanical Fitter 3 Days Left
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