Paraplanning Support Specialist

2 weeks ago


East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time

As a Paraplanning Support Specialist, you will play a crucial role in supporting financial advisers with advice formulation, producing suitability reports and illustrations, and carrying out technical research of funds and products for the adviser.

You will work closely with experienced professionals to deliver high-quality results and provide exceptional client service, utilizing your analytical skills and attention to detail to ensure accuracy and efficiency in all tasks.

The successful candidate will possess:

  • Detailed knowledge of financial planning principles and practices
  • Effective communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Experience in speaking with clients and providers on the adviser's behalf

Benefits include a competitive salary of up to £44,000, flexible working arrangements, social events, and opportunities for career growth and development within a well-established financial services company.



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