Our client a prestigious and forward-thinking Financial Services firm are seeking a Paraplanner to join their team based in Wellington.
Paraplanner responsibilities include:
* Receiving instructions during debriefings from advisers following client meetings
* Analysing data and using research tools to provide solutions to meet client needs and objectives
* Providing records to support research undertaken
* Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way
Paraplanner skills and qualifications:
* Level 4 Diploma in Financial Services and ideally working towards Level 6
* Demonstrate practical awareness and up-to-date knowledge of retail financial products
* Deliver effective and positive communication
* Demonstrate competent use of IT
Paraplanner benefits include:
* 25 days annual leave + bank holidays
* Pension Scheme 3% employer contribution
* SSP
* DIS x 2 salary
Ref: 10638
Recruitment Consultant: Clodagh Murphy