Paraplanner, Paraplanning & Supporting Roles
£60,000 to £70,000 Per Annum
Excellent Package, plus Bonuses and Benefits
The role as a Paraplanner will provide extensive technical support to the Financial Planners combined with maintaining and developing relationships with private clients. Key responsibilities include: deliver financial plans for clients, work closely with the admin teams, mange client workflows, prepare and complete reports and undertake Financial Planning and product-based research.
They are looking for a self-starter, able to work under their own initiative with a proactive and flexible attitude to workflows. Educated preferably degree level, minimum Diploma Level 4 qualified, experience of working in a similar role in Financial Services as the work has complexity and will suit somebody who has seen a wide range of complex cases, technically strong, ability to use technical financial planning tools and modelling software.
If you're interested in this Paraplanner role, click 'apply now' to forward an up-to-date copy of your CV or call me.