Paraplanner (Permanent)
4 weeks ago
Hybrid – 3 days at home
- Annual Bonus
- Study support for Diploma Level 4
- Quarterly Team Social Events
- Attend client meetings as required with the Advisor and taking away all post meeting tasks such as suitability reports; post review reports; new business reporting etc.
- Gather accurate information about client policies to prepare and review documents for Pension and Investment Clients.
- Data capture and analysis to ensure IFAs have relevant information to meet their clients’ varying needs.
- Dealing with general queries from clients, by telephone and email.
- Occasional client visits with an Adviser
- Previous Financial services experience
- Experience working as a Paraplanner would be preferable
- Proactive/ innovative
- Ability to remain calm whilst working to tight deadlines.
- Quality driven with consistent attention to detail
- Own transport is essential.
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