Paraplanner - Tamworth - f/t or p/t
A firm of Independent Financial Advisers with an excellent reputation has an opportunity for an experienced Paraplanner at their offices in Tamworth.
This newly created role will support independent financial advisers with research and report writing services.
The main duties of this role include;
Provide technical assistance for financial advisers
Carry out research supporting advice recommendations
Prepare suitability reports for pension, investment and protection based advice
Maintain compliant files
The ideal candidate will offer skills supporting IFA’s in a similar role
They will be able to work towards deadlines and prioritise workloads
Be professional, organised and offer good communications skills both written & verbal
Industry qualifications are desirable but not essential
This is an excellent opportunity to join a well-regarded Midlands based practice offering a supportive, warm and friendly workplace.
Full or part-time contract available
Please visit the Clark James website for further details on this and other Financial Services opportunities..
Posted by Keith Enright at Clark James Recruitment