Paraplanner - WEST MIDLANDS
Hillman Saunders (Financial Services Team) - Rest, VA

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Financial planning arm of established insurance group require an experienced paraplanner to join their team. Working closely with the senior consultant, role will focus on writing suitability reports and performing analysis on client portfolios.
You will also be developing client relationships and attending client meetings where appropriate. You must have substantial paraplanning experience and strong product knowledge across pensions, investments and protection. You must also be fully FPC qualified and IT proficient.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy. - 3 years ago - save job