Paraplanner
1 week ago
An exciting opportunity has arisen for a Paraplanner with 2 years experience to join a well-established financial planning firm. This full-time role offers excellent benefits and a salary range of GBP40,000 - GBP45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
- Ensure client records are accurate and up to date within office systems.
- Communicate with clients to gather required information and clarify details.
- Work closely with team members to optimise financial planning processes.
- Manage multiple tasks efficiently, meeting deadlines through effective time management.
- Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
- Previously worked as a Paraplanner, Financial Administrator or in a similar role.
- At least 2 years experience in paraplanning.
- Background working within the financial services sector.
- Level 4 qualified in Paraplanning.
- Excellent report-writing abilities and attention to detail.
- Skilled in Microsoft Outlook and general office software.
- Strong communication and organisational skills.
What's on offer:
- Company pension
- Bonus scheme
- Employee discount
- Life insurance
- Referral programme
- Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
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