A truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Lincolnshire area.

Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.

Competent use of different software packages and technology to analyse data and propose effective client solutions.

• Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
• Maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
• Contribute to staff meetings and process improvement sessions to help the Company achieve its goals.

Level 4 Diploma in Financial Planning or near completion of.

• Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice.
• A detailed understanding of pensions, investments, protection, and tax planning.
• Excellent report writing and communication skills.
• Previous experience of using different provider websites and knowledge of the overall application and administrative processes.

Monday to Friday (9am-5pm) -working from home with occasional visits to the head office as and when required months contract )

• UK's leading wealth management pension scheme + generous holiday entitlement
• Unrivalled career development prospects
• National Training and ability to up skill your existing skill set

If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details

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