Job Description
My Wolverhampton based client is currently looking to recruit for a Paraplanner on a full time and permanent basis. The role is paying £35,000, plus 25 days holiday & pension.
As the Paraplanner you will be responsible for :-
- Preparing financial information for the Financial Adviser
- Preparing reports for client meetings
- Working on Aviva and Standard Life wrap platforms
- Comparing funds, analysing information and producing reports
As the successful candidate you will be Diploma qualified or studying towards the qualification. You will have a background within Financial Services industry and be familiar with pensions, investments and life protection. Knowledge of FE Analytics & Wrap platforms would be advantageous.
Skills :
Diploma Qualified or studying towards the qualification. Knowledge of FE Analytics & wrap platforms.