Permanent Paraplanner Angus

  • Permanent
  • Angus

Job now filled, regular requirement, please send CV for future vacancies

A vacancy has arisen for a Paraplanner to work in Angus on a full-time permanent basis. Applicants should be driven, passionate and able to put the needs to the clients first, whilst delivering a first class service. Applicants must have come from a paraplanning background where they have had experience across all areas of financial planning; investments, pensions, protection, retirement and tax.

Responsibilities

  • Analysing customer data and inputs from multiple sources to ensure the solutions we recommend meet the specific customer’s needs and objectives
  • Preparing for client meetings
  • Cash flow modelling
  • Liaising professionally with clients
  • Prioritising and managing workload in the face of multiple client requests
  • Responsible for new business applications
  • Document all client data correctly
  • Arranging and attending client meetings as needed

Qualifications

• Diploma in Regulated Financial Planning (CII)

Remuneration

This role comes with a competitive salary and benefits package

To apply for this job email your details to forfar@kbmresourcing.com.

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