|Recruiter:||Insurance Recruitment Services|
Our client in seeking a Senior Paraplanner to join their team in Crewe
As a Senior Paraplanner you will be responsible for providing support to the Financial Planning Managers, process new and existing business, produce suitability reports and reviews, and prepare client reviews and client meetings whilst providing guidance to junior members of the team.
Jobs & Duties:
Candidates will possess strong numeracy abilities, as well as excellent organisation and solid time management skills whilst having the ability to work independently under pressure. This role will suit a motivated, diligent and proactive team player with excellent interpersonal skills. You will also have attained CII Level 4 Level 4 Diploma in Regulated Financial Planning or equivalent.
How to apply:
To apply for this role, please forward your CV in confidence quoting reference 1809-38OB.
Due to the high volume of applications that we receive, if you do not hear from us within 7days unfortunately your application has been unsuccessful.