Paraplanner
other jobs Ashley Rees Associates
Added before 4 Days
- England,London,Greater London,Newham
- Full Time, Permanent
- £40,000 per annum, inc benefits
Job Description:
Our client based in Truro requires a Paraplanner to join their existing team. Required to support Financial Planners and Investment Managers by carrying out research, calculation work and preparing reports, ensuring the delivery of high-quality reports and recommendations for clients and clear information to instruct administrators and providers. The role requires a strong attention to detail, and a deep understanding of financial planning strategies, regulations, and products.
• CII PFS diploma qualified
• A Paraplanner background in Financial Services
• Excellent numeracy and literacy skills
• Ideally educated to A-level standard, or equivalent
Remote working with some requirement to work from the Truro Office a few days per month.
• CII PFS diploma qualified
• A Paraplanner background in Financial Services
• Excellent numeracy and literacy skills
• Ideally educated to A-level standard, or equivalent
Remote working with some requirement to work from the Truro Office a few days per month.
Job number 3576347
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