Experienced Paraplanner – Technical Wealth Planning

Experienced Paraplanner – Technical Wealth Planning

Full-Time On-site
Express Recruitment Limited

Express Recruitment Limited is supporting a respected Financial Planning firm in recruiting an experienced Paraplanner. You will back Advisers with technical research, suitability reports and client documentation, ensuring accuracy, compliance and timely delivery across retirement, investments, protection and IHT planning.

The role requires Level 4 CII Diploma or equivalent, strong analytical abilities and familiarity with FE Analytics, Voyant and Salesforce/Aptus.

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Experienced Paraplanner – Technical Wealth Planning employer: Express Recruitment Limited

Join a well-established engineering company in Kirkby in Ashfield, where you will thrive in a supportive and innovative environment. With a competitive salary, generous holiday allowance, and opportunities for professional growth, this role as an Order and Quotation Specialist offers the perfect blend of technical engagement and customer interaction. Be part of a dynamic team that values your contributions and fosters your development in the engineering sector.

Express Recruitment Limited

Contact Details:

Express Recruitment Limited Recruitment Team