Paraplanner
Berritta Consulting
Posted 13 days ago
- We want to talk to you about what your next career opportunity / dream role is
- Are you looking for a career paraplanning role with a great firm
Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.
We are currently recruiting a Paraplanner to work as part of an excellent team and you will be support Senior Financial Planners.
They are open to someone who is looking for a career paraplanner role and opportunity to develop long term.
About the role:
- Produce SOA's and ROA's
- Perform product research and assist with strategies
- Liaise with clients when required
- Prepare files and reports
- XPLAN Software
About you:
- 3-10+ years experience
- XPLAN experience
- Ability to multitask and good organisational skills
- High attention to detail
Salary is dependent on experience
Please send your CV to [email protected]
About Berritta Consulting
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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