Paraplanner

1 week ago


Milton Keynes, United Kingdom Osborne Appointments Full time

Are you a Paraplanner that has experience in a Financial Advice firm with strong report writing skills?

Do you pride yourself on providing high standards to your clients?

You will work closely with Financial Planners by providing technical support in the process of servicing Clients’ Financial Advice needs.

Conducting detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare

Monday - Friday 9.00am - 5.00pm (35 hours)
- Writing Financial Planning Reports that our Planners present to clients
- Supporting the Planners by conducting research on products and helping find the right solutions for clients
- Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries
- Arranging for plans to be submitted to provider companies
- Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
- Preparation of client review packs
- Illustration requests

Contact Dawn Knights on


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