Paraplanner

2 weeks ago

Fareham, United Kingdom Brook Street Full time

Brook Street are pleased to be working with a growing finance company who are seeking an experienced Technical Administrator/Paraplanner to join their team on a full time permanent basis.

**This is an office-based role only.**

Day to day tasks include:

- Building appropriate financial plans for clients in conjunction with advisers
- Preparing calculations
- Attending client meetings
- Write some suitability reports for cases
- Understanding of all financial products
- Previous experience in fast-paced IFA office
- Good communication skills
- Have strong IT skills

Based in Fareham, Hampshire. Walking distance of bus and train station.

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