Posted on Jun 11, 2019 by CV-Library
The right candidate is brilliant at preparing and prioritising work, and is experienced in providing compliant suitability reports. They are also be a confident communicator and can liaise with clients on advice matters and transactions.
As a Paraplanner, you are absolutely crucial to the success of the Financial Planning team. Without your technical guidance, workflow management and ability to construct solutions the clients would not be satisfied and the team would not function.
If you are currently working towards your Diploma in Financial Planning and have proven experience of working in a financial environment then we would love to hear from you
£35k - £37k Annual
£23k - £27k Annual
£40k - £40k Annual
£321 - £40k Annual