A position has arisen within a leading firm of IFA's for a Para Planner.
Supporting one Financial Consultant, the role will involve producing research, compiling reports and recommendations, whilst dealing with any queries with the policy holders. The role will also involve managing the diaries, planning and preparing meetings and managing the consultants cases.
To be considered for this role you must have been working in a similar role, preferably with Aequous experience.
Having a good knowledge of compliance procedures would be desirable, along with any Financial qualifications. Salary will depend on experience and exams.