Paraplanner - part time

Updated: March 10, 2024 07:25 AM GMT

ClickJobs.io

Ampthill, Bedford

Job Title: Paraplanner Work type: Part-time - c.20 hours, hybrid Our client is a small, friendly Financial Planning company based in Ampthill. They are looking for a part-time Paraplanner to join them. They encourage personal growth and will fund relevant studies to help you progress if this is your desire. Key skills: To be Diploma qualified, or working towards it Have at least 2 - 3 years relevant experience within a Paraplanning role Capable of working with three Financial Advisers Good technical knowledge and experience of report writing at an advanced level The Paraplanner role may be broken down into the following parts: Preparing and maintaining the client file Preparing recommendations Implementing recommendations Business Processes The Curve Group is a dynamic Recruitment Services and Human Resources business with an ongoing mission to transform the working lives of the people it does business with. Our full Privacy Policy is available at
• https://(url removed)/privacy-policy More Detail