Assistant Consultant / Paraplanner
An Award Winning Financial Management Firm is looking for an experienced Paraplanner to join the team.
This is a challenging role where the company will provide the successful candidate with the required training to further their career. We are seeking a long-term commitment from an individual who will hopefully grow and develop in the role.
Experience:
· Solid generalist experience within the Professional or Financial Services sector between 2 to 5 years
· A good working knowledge of appropriate systems e.g. First (database), Excel, ExWeb.
· Numerate and familiar with operating and creating spreadsheets
· Comfortable preparing detailed letters and comprehensive reports
Technical Knowledge And Qualifications:
· The successful candidate should be comfortable and understand the structure of equity, pension and life products and be willing to learn and understand more complex financial products.
· Technical knowledge is a pre-requisite. The candidate should have attained the Certificate in Financial Planning and aiming to acquire the Diploma in Financial Planning.
· Qualifications in this area will be an advantage but not as important as the attributes listed below as training and development are provided and encouraged. A good academic track record is also a distinct advantage.
Please email a CV to avanti.patel@hays.com if interested
Leave a Reply
You must be logged in to post a comment.