OFFICE BASED - A lovely chance for a skilled JUNIOR PARAPLANNER/ INVESTMENT FINANCIAL ADMINISTRATION SKILLED IN ORDER TO JOIN THE GREAT COMPANY - AND WILL BE LINKED TO to the client bank who the advisor's support. You will need to have skills in report writing as A FINANCIAL INVVESTMENT ADMINISTR ATOR AND AS OUTLINED - A SKILLED JUNIOR PARAPLANNING. In the future it could be you step to pure paraplanning. but you must have these other skills along with the paraplanning report ability. Ideally as well the Diploma and skills linked to paraplanning in financial services & we can get you lined up if you do in the Banbury, Oxon area. They are an excellent, fantastic IFA firm AND AS OUTLINED REQUIRE A SKILLED CANDDIATE - JUNIOR PARAPLANNER/INVESTMENT ADMINISTRATOR
In terms of your skills required would be as follows in terms of your ability - IMPORTANT
Initially it’s blending investments admin with paraplanning skills, principally around review report writing. New advice and preparation/completion of new business will feature, but it’s a wide ranging role of different things to start with, but could grow into pure paraplanning.
YOU WILL Assist financial advisers by researching and analysing financial products, investments, pensions, inheritance and insurance solutions AND AS OUTLINED DO THE ADMINISTR...