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Vacancy
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Golden Opportunities Recruitment Ltd is currently working with a city centre based IFA who specialise in Wealth Management. They are looking for a Technical Paraplanner to join their successful team.
As Technical Paraplanner you will be required to complete in depth research on Investments and Pensions. You will be involved in completing reports, compiling letters and correspondence for clients and the Advisers. Some involvement in face to face client meetings will be included in this role and making full use of the First Software system to maintain client files.
The successful candidate should have strong experience of Investments and Pensions and have Full Certificate in Financial Planning (or equivalent). You should also have the desire to complete further qualifications. You must have previous experience completing reports and research.
The company is a forward thinking organisation that offers excellent opportunities to progress. You will receive an excellent salary and bonus. Don't miss out, apply today!!
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