We are seeking an IFA Sales Support / Paraplanner to join a successful Financial Services business in Dunstable. Within this role you will be responsible for providing technical and administrative support to Financial Advisors, including product research.
- Knowledge and understanding of investments, pensions and protection
- Ideally FPC-qualified or willing to study towards
- Excellent attention to detail
- Knowledge of research and support programmes including Aequos; IRESS; provider websites/portals
- Use of technical websites including DH; DWP; HM Treasury; FCA