Paraplanner to Financial Services Expert

3 weeks ago


Colchester, Essex, United Kingdom Financial Divisions Full time
Servicing Financial Advisor Job Opportunity

We are looking for an experienced paraplanner to become a Servicing Financial Advisor at our organization in the UK. As a key member of our team, you will play a vital role in delivering exceptional customer service and growing your skills and expertise.

About the Position:
  1. You will work closely with experienced advisers to prepare detailed recommendations and conduct thorough research, applying your knowledge of financial planning areas to drive results.
  2. Your tasks will include analyzing products and providers, exploring investment funds, and reviewing contracts to ensure seamless client experiences.
  3. In addition, you will maintain accurate records, conduct annual reviews, and provide top-notch customer service to our valued clients.
Key Qualifications:
  • At least 2 years of experience as a paraplanner, with a Level 4 Diploma in a relevant field.
  • Proven expertise in key financial planning areas, combined with excellent analytical and communication skills.
  • Strong proficiency in MS Office, especially Excel, to efficiently manage data and create insightful reports.
What We Offer:
  • A highly competitive salary: £42,000 - £52,000 (based on experience) reflects the significance of this role within our organization.
  • An attractive package of benefits, including generous annual leave, pension contributions, and opportunities for professional development.
About Us:

We are a leading organization in the financial services sector, committed to delivering exceptional results and fostering employee growth and well-being.



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