Paraplanner

Posted 12 June by Heat Recruitment

Be one of the first ten applicants

£30,000 - £50,000 per annum

Nottinghamshire , East Midlands

Permanent, full-time

View all jobs

Job Title: Paraplanner

Salary: up to £50,000 - depending on experience

Location: Nottingham

Responsibilities:

- Ensuring clients receive accurate and professional financial advice

- Providing a smooth and efficient process for clients

- Analyse clients financial situations - income, expenses, asset and liabilities

- Assist financial planners in client meetings by preparing necessary material and documentation

- Ensure all financial plans and recommendations company with relevant laws, regulations and ethical standards

Requirements:

- Relevant certifications such as DipFA, CFP, or equivalent

- Experience in financial planning, wealth management or related field

- Strong analytical skills

- Excellent written and verbal communication

- Proficiency in financial planning software

Reference: 52855054

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job

Not quite what you are looking for? Try these similar searches