Junior Financial Advisor / Paraplanner

SUMMARY:
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POSITION INFO:

Our client is looking for an experienced Paraplanner / Junior Financial advisor to join their growing team.

This role would suit an individual who loves financial planning. Partnering with the Lead Advisor, this would entail providing support in the management of clients - from preparing financial plans and reviews, attending to email queries, working with the investment administration team and liaising with both the investment and life insurance teams in the companies they are affiliated with.

Requirements:

• Excellent computer skills
• Analytical mind
• Minimum of 3 - 5 years experience and knowledge in financial planning - life, investments, estate planning, budgeting
• RE5 and up to date with Product Specific Training, Class of Business Training and CPD requirements

Based in Hilton. Own transport essential.

Suitable applications can be emailed to

Note:  Only shortlisted candidates will be contacted.