Our client is a provider of wealth management service s across the East Midlands based in Lincolnshire and across the Midlands.
The Role
Avacancy exists for an experienced Paraplanner to join the wealth Management Team.
We are looking for someone who can write Suitability Reports and process new and existing business, primarily dealing with Investments and Pensions, with some involvement in Equity Release and Protection business.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.
If you are confident with the required duties of a conveyancing support role and are looking for flexibility this is an ongoing assignment offering long term opportunity.