Job Description

This is a fantastic opportunity for an experienced paraplanner to become part of an outstanding organization. Our client values diversity in the workplace and welcomes applications from everyone. If you have a disability and need help with the application process, please tell us.

• Be able to work under your own initiative and priorities work effectively.
• Maintain good time management and effective organization ensuring that tasks are prioritized.
• Be able to analyze client information conscientiously and accurately in order to undertake the required support and research.
• Be responsible for preparing report and upload all research documentation to the back office system.

Required Knowledge, Skills, and Abilities

• Minimum of three years financial services experience is essential for this specific role.
• Knowledge of investments, pensions and mortgages
• Industry recognized qualifications would be an advantage but are not essential.