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An opportunity has arisen within one of the UK's largest independent intermediaries for an experienced Paraplanner to join the Bath office. Training and development will be available to the right applicant along with a good salary and benefits package.
You will be responsible for conducting product research for Corporate and Personal Business, preparing quotations, processing new business, writing reports, reason why letters and checking factfinds. You will also provide technical advice to both advisers, clients and liase with life companies.
Successful applicants will possess the full Financial Planning Certificate along with experience in a sales support role, preferably from an IFA environment. The ideal candidate will have the ability to communicate at various levels. You must have a good working knowledge of financial services software and products.
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