Paraplannerat PROGENY WEALTH LIMITED
PPROGENY WEALTH LIMITEDNottingham, Nottinghamshire
NottinghamFull TimeOn-sitePermanent
estimated annual salary£28,000 – £34,000per yearestimated · typical for this role
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Progeny Wealth Limited as a Paraplanner in Nottingham, where your expertise in financial analysis will help shape client success. You'll work closely with Financial Planners to provide top-notch support and recommendations, ensuring exceptional service for our valued clients.
what you'll be doing
1Client SupportAct as a primary contact for clients, addressing their queries efficiently.
2Financial AnalysisConduct in-depth analyses to inform client financial strategies.
3Technical ResearchProvide comprehensive research to enhance client proposals.
4Recommendation PreparationAssist in crafting tailored financial recommendations for clients.
what you'll need
experience2 years in financial services
hoursFull Time
startASAP
Financial AnalysisClient RelationshipResearch SkillsAttention to DetailCommunication Skills
PROGENY WEALTH LIMITED is hiring a Paraplanner in Nottingham. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
similar jobs in nottingham
SCTW IPS Employment Specialist BassetlawStandguide · Nottingham · £31,048 – £33,487VSenior Embedded Software Engineer / C++/Networking (Ethernet, TCP/IP etc)Verso Recruitment · Nottingham · £65,000 – £80,000TDisplay Production OperativeT&K Associates Ltd · Nottingham · £24,785 – £31,200RHead of Account ManagementRanson Barnes Recruitment Limited · Nottingham · £40,000 – £50,000