Paraplanner

3 weeks ago

Northampton, United Kingdom Reed Insurance Full time

**Paraplanner**

**Location**: Northampton

**Salary**: £45,000 DOE

**Permanent, full-time**

**Are you an ambitious Paraplanner who takes pride in your approach to quality service?**

Internal progression has led to an exciting new Paraplanner position.

As a Paraplanner, you will provide support, information, recommendations and financial analysis to the Financial Advisers in order to provide clients with excellent service and outcomes

**Key Responsibilities**:

- Act as a point of contact for clients and deal effectively with their queries
- Preparing client files for review meetings
- Providing technical and research support to the Financial Advisers
- Providing drafts of investment updates and other client communications to the Financial Advisers

**Skills Required**:

- Passionate about client care and dedicated to excellence, you have an appetite for learning
- A keen eye for detail and possessing a ‘can do / will do attitude’
- Ideally hold or be working towards the level 4 Diploma
- Previous experience in a similar role

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