Paraplanning Expert

4 days ago

High Wycombe, Buckinghamshire, United Kingdom Austin Fraser Full time

We are looking for a highly skilled Paraplanning Expert to join our team at Austin Fraser. As a key member of our paraplanning team, you will work closely with our advisers to provide technical support and deliver exceptional client service. Your duties will include researching funds and products, writing suitability reports, and preparing client portfolio reviews.

To succeed in this role, you will need to possess excellent communication skills, a strong understanding of the financial services industry, and proficiency in Microsoft Office, particularly Excel and Word. Experience using analytical tools is also essential. A salary of £40,000 - £55,000 per annum reflects the importance of this role in driving business growth and delivering outstanding results.

In addition to your salary, you will benefit from a range of employee perks, including a Company pension scheme, death in service life cover, and access to a Health Cash Plan. Our company culture values innovation, collaboration, and continuous learning, ensuring that you will feel motivated and inspired to achieve your best work.

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