Senior Sales Support/ Paraplanner Job in Solihull, Midlands Uk
Our client, a well established and leading IFA, currently requires a Senior Sales Support/ Paraplanner to join their growing team.Candidates will be required to:- Research products provide appropriate recommendations to IFA’s in all areas of financial planning.- Prepare reports and letters providing advice- Maintain client information accuratelyExperience:- Previous experience of working as a Sales Support/ Paraplanner within an IFA practice – FPC or equivalent qualified- Ideally candidates will have previous report writing experienceIn return candidates can expect to receive a competitive basic Read more […]
Paraplanner Job in Solihull, Midlands Uk
Our client, a well established and leading IFA specialising in providing advise to HNW clients. Now looking to recruit a Paraplanner to join their growing team.Candidates will be required to:- Research products provide appropriate recommendations to IFA’s in all areas of financial planning.- Prepare reports and letters providing advice- Maintain client information accuratelyExperience:- Previous experience of working as Paraplanner (or equivalent) within a professional IFA practice- FPC or equivalent qualified- Progressing towards AFPC or Diploma in Financial Planning- Ideally candidates will have Read more […]