Paraplanner at Brook Street | Rozgoo | Rozgoo

Brook Street

UK, GB · On-site · Full-time

Paraplanner

₹42L – ₹42LPosted 20 days ago

Location: UK, GB
Work mode: On-site
Employment: Full-time
Salary: ₹42L – ₹42L
Experience: Mid-level · 2–5 yrs
Education: bachelor's

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About the role

Paraplanner (Progression to Financial Advisor) Armagh Area Are you an experienced Paraplanner ready to take the next step into a client-facing Financial Advisor role? This is an excellent opportunity to join a growing and supportive firm that is actively looking to develop talent from within. The Opportunity Our client is seeking a motivated and ambitious Paraplanner who is eager to transition into a Financial Advisor position. You'll initially support advisory work while being given a clear pa…

Requirements

Experience as a paraplanner
Bachelor's degree
Knowledge of financial planning principles
Proficiency in Microsoft Office
Good communication skills
Motivation to transition into financial advisor role

Skills

financial planning
client advisory
financial regulations
report writing
investment knowledge
risk assessment
communication
microsoft office
financial advisor skills
client relationship management
advanced excel

About the company

Brook Street

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

Brook Street

Paraplanner

₹42L – ₹42L