At a Glance
- Tasks: Support financial advisers with technical analysis and client record maintenance.
- Company: EC Appointments Ltd, a leading firm in wealth planning.
- Benefits: Salary up to £45,000, plus opportunities for professional growth.
- Other info: Great opportunity for career advancement in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: Experience in cash flow models and estate planning is a plus.
The predicted salary is between 45000 - 45000 £ per year.
EC Appointments Ltd is seeking an experienced Paraplanner in Trowley Bottom, England, offering a salary up to £45,000. This role involves supporting financial advisers by conducting technical analysis and maintaining client records.
The ideal candidate will assist with investment research, prepare documents, and provide excellent administrative support to ensure efficient case handling. Candidates with experience in cash flow models and estate planning will be valued.
Paraplanner: Wealth Planning & Research Specialist employer: EC Appointments Ltd
EC Appointments Ltd is an excellent employer that values its employees by fostering a supportive work culture in Trowley Bottom, England. With competitive salaries and opportunities for professional growth, the company encourages continuous learning and development, making it an ideal place for those looking to advance their careers in wealth planning and research. Employees benefit from a collaborative environment where their contributions are recognised and rewarded, ensuring a meaningful and fulfilling work experience.
