Paraplanner
Pinpoint Resourcing are working with a financial services business who actively seeking a Paraplanner to join their team.
Duties:
Research pensions, investments, protection and wider financial planning solutions.
Prepare compliant, client-focused suitability reports.
Partner with advisers to create tailored financial plans.
Analyse client information to support informed recommendations.
Liaise with providers and third parties for product and policy details.
Stay current on products, regulation and industry developments.
Help improve internal systems and processes.
Contribute ideas and provide technical support to colleagues.
Requirements:
Level 4 Diploma qualified, or actively working towards it (CII or LIBF).
Strong technical knowledge of financial planning, regulation and market developments.
Clear, concise written communication skills.
Proactive problem-solver with a positive approach.
Highly organised, detail-focused and able to manage competing priorities.
Collaborative team player who can also work independently.
Salary + other information:
£30,000 - £50,000
Based in Wakefield
If you are interested in the role, please apply!
Due to the anticipated high volume of applications for this advertisement, it is with regret that we may only be able to contact those applicants successful in being shortlisted. However, your application for this or any further roles, may mean that we are able to contact you when additional vacancies become available. Should you not want this to be the case, please feel free to contact us directly to ensure we are aware of your wishes.
Pinpoint Resourcing Ltd is an employment agency and employment business.
Paraplanner in Wakefield employer: Pinpoint Resourcing Limited
Join a dynamic and innovative team as a Business Development Executive Director, where your contributions will be valued and rewarded. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities. Located in a vibrant area, we offer unique advantages such as flexible working arrangements and a supportive environment that encourages creativity and professional advancement.
Contact Details:
Pinpoint Resourcing Limited Recruitment Team
