Financial Planning Specialist
4 weeks ago
Role Overview
Pronel Personnel is seeking a skilled Paraplanner / Junior Financial Advisor to partner with our Lead Advisor in managing clients.
This role involves providing support in the management of clients, including preparing financial plans and reviews, working with the investment administration team, and liaising with the investment and life insurance teams.
Key Responsibilities
- Excellent computer skills and analytical mind
- Minimum of 3 - 5 years experience and knowledge in financial planning - life, investments, estate planning, budgeting
- RE5 and up to date with Product Specific Training, Class of Business Training and CPD requirements
Requirements
Based in Hilton. Own transport essential.
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