Paraplanner (Permanent)
4 weeks ago
Position: Paraplanner Location: Spalding, UK Salary: £35,000 per annum Benefits:
- 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes
- Pension and death in service benefits
- Exam fees covered for any additional qualifications
- Hybrid working model, with a minimum of 2 days in the office
- Collaborate with advisers to gather necessary information for client cases.
- Prepare thorough research and reports to support the advisory process.
- Liaise directly with advisers, providing essential support for client-related activities.
- Communicate with clients via telephone and email, ensuring a high level of service.
- Proven experience as a Paraplanner in a financial services setting.
- Strong analytical and research skills.
- Excellent communication skills, both written and verbal.
- Ability to work independently and as part of a collaborative team.
- Knowledge of industry regulations and compliance requirements.
- Relevant qualifications in financial planning or paraplanning.
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