Paraplanner

The Recruitment Council

Hilton

Are you a meticulous and detail-oriented professional with a passion for financial planning? An exciting opportunity awaits you with one of the top players in the financial services industry! Our client is currently recruiting for a Paraplanner to join a prestigious financial services company.

It’s a salaried role for someone who loves financial planning, but not necessarily being client facing. The role will be to partner with the CEO/ Lead adviser to support her in the management of clients – from preparing the financial plans and reviews, to answering email queries, working with our investment admin team and liaising with both the investment and life insurance teams in the companies we work with to provide products.

Responsibilities:

Your primary duties will be as a Paraplanner – supporting the business to meet the client’s financial needs and questions through the provision of information and preparation of financial reviews. You will need to liaise with the clients to gain the... More Detail

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