|
Here lies the perfect opportunity for a passionate Paraplanner who is looking to take that next step in their career.
My client is a progressive and highly reputable firm based in the beautiful suburb of Cleveland. With their continuous growth, large client base and exciting changes, they now seek to appoint a Paraplanner to join their tight knit team.
Reporting to the Financial Advisor, the successful candidate will work closely with advisors to help with the development of strategies and financial plans.
With an opportunity for career progression, excellent hands on training and plenty of support this is a great role for someone who is driven, self motivated, and keen to build a career within the industry.
Within this role you will be responsible for assisting in the delivery of strategies for clients, whilst being solely responsible for the preparation of financial planning documents, SOA's preparation and associated administration.
To be successful for this role you will need: Degree qualified -
PS 146 Compliance
Relevant Paraplanning experience, with a minimum of 2 years
Proven ability to understand financial planning concepts
Effective time management skills
Excellent attention to detail
Strong verbal and communication skills
Proficient in Word, Excel, Outlook etc
Drive, passion and enthusiasm
The market is definitely competitive and this role will be one that will move fast. So don't miss out on your chance, apply now and take that next step forward in your career! For further information, please contact Stephanie McNaughton at Morgan Consulting quoting reference number 10146SM or email your resume through in word format by clicking the 'apply' button below
|