Senior Paraplanning Professional
3 weeks ago
At Exchange Street Claims & Financial Services, we offer a unique opportunity for an experienced Paraplanner to join our team. As a key member of our financial planning department, you will play a vital role in delivering exceptional client service and contributing to the growth of our business.
About the RoleWe are seeking a highly skilled and motivated Paraplanner to work closely with our financial planners and other teams to provide high-quality support and advice to our clients. The ideal candidate will have a strong understanding of financial planning principles and excellent communication skills.
Key Responsibilities- Provide high-quality paraplanning support to financial planners, including data analysis, report writing, and client communication.
- Develop and maintain strong relationships with clients, building trust and delivering exceptional service.
- Work collaboratively with other teams to ensure seamless delivery of financial planning services.
- Stay up-to-date with industry developments and best practices, applying this knowledge to improve our services.
We offer a competitive salary package, including a base salary of up to £42,000, plus benefits and opportunities for professional development. You will also have the chance to work in a dynamic and supportive team environment, with a focus on employee well-being and career progression.
Our team is committed to helping you achieve your career goals, with a range of training and development opportunities available. You will also have the chance to work on a variety of projects, developing your skills and expertise in a fast-paced and challenging environment.
If you are a motivated and enthusiastic individual with a passion for financial planning, we would love to hear from you. Please submit your application, including your CV and a cover letter, to our HR team.
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