Paraplanner Opportunity - Well Established Wealth Practice
My client is a leading Wealth Practice with over 30 years of experience in providing bespoke advice to clients in Liverpool and the North West. They are looking to augment their successful team by securing a Paraplanner for their Liverpool office.
You'll deal with a wide range of Paraplanner functions such as:
1. Researching products
2. Suitability reports
3. Client record maintenance
A competitive salary up to £34,000 plus benefits is on offer, with this office-based role.
Minimum Requirements:
Ideally, you'll have at least 1 year of Paraplanner experience, hold RO1, RO2, RO3, and JO9 exams, have experience with Intelligent Office (IO)/CRM systems, and be able to work on your own workload in a detailed manner.
Click and apply for this sought-after opportunity, as a shortlist is being drawn up for interviews as we speak.
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