We are recruiting for an experienced Paraplanner to join a growing, national business.
Previous experience either as a paraplanner or financial advice background is essential and a relevant degree/diploma would be ideal.
You will work closely with the financial advisers and will provide technical support for clients financial needs.
Duties and responsibilities:
- Writing financial planning reports
- Conduct research on products - supporting advisers
- Assist with reviewing customers requests and q
- Queries
- Maintain detailed and accurate client records
- Prepare review packs
A requirement for this role will be to ensure you are up to date with company and industry guidelines, rules and legislations.
Experience:
- Paraplanning/financial advice essential
- Relevant qualification
- Ability to product accurate reports and presentations
- Analytical and good with problem solving
- Good knowledge of Microsoft Office
Salary is dependant on experience.