Are you an established paraplanner looking to work for a change of scenery? Are you confident at providing clients with technical information that can be analysed and monitored? Do you enjoy being an integral part of the advice service?
Look no further, we have a role that you would be the perfect fit for!
Our client based in Gloucester are looking for a paraplanner who is well organised, adaptable and a great team player. Working alongside 2 other paraplanners, your duty will be to provide support to the financial advisors within the firm via research and analysis, creating reports and other general administrative duties in order to achieve all relevant timescales.
The ideal paraplanner can effectively prioritise and manage their workload and is flexible enough to take on additional responsibilities and tasks at short notice. Computer literacy is vital and knowledge of financial planning software such as cashflow forecasting tools, Select a Pens...
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|Posted||September 10, 2021|
|Expiry||October 10, 2021|