2 days left
- Full Time
Full Time Para-Planner
We are looking for a full-time paraplanner / trainee adviser to join our expanding financial services team. The ideal candidate will be enthusiastic, flexible and willing to learn.
They should also be able to work independently.
Although desirable, financial services qualification are not essential as support to obtain qualification will be provided for the right candidate
Day to day activities include:
- Managing all client actions on a task management system.
- Preparation and issuing of suitability letter
- Product research
- Case & diary management
If you enjoy working as part of a small but growing team and have an interest in financial services, send applications in writing to:
Richardsons Financial Services,
30 Upper High Street,
Enclosing a current C.V.