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    Financial Paraplanner - Cambridge, Cambridgeshire, United Kingdom - Independent Resourcing Consultancy Ltd

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    Description

    My client is involved in Financial services, Wealth management and Private office and are currently seeking an experienced Paraplanner to join our dynamic team.

    The successful candidate will play a crucial role in supporting our financial planners in the delivery of exceptional client service.

    Assisting financial advisors in the research and analysis of financial plans.

    • Developing comprehensive financial plans and strategies.
    • Assisting in the implementation of financial plans.
    • Experience with Intelligent Office and FE Analytics
    • Knowledge of financial planning and risk assessment.
    • Certified Financial Planner (CFP) or related certification would be advantageous.
    Very competitive salary and benefits package.
    For this immediate opportunity please forward your CV to Eamon Behan today

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