Administrative Paraplanning Expert

3 weeks ago


Bangor, Gwynedd, United Kingdom MLR Careers Full time
About the Role:
A leading financial planning firm is seeking an experienced Administrative Paraplanner to join their team. As a key member of the team, you will be responsible for carrying out a range of administration and paraplanning tasks, including preparing suitability reports, maintaining client records, and responding to client queries.

Working in a fast-paced environment, you will have the opportunity to develop your skills and knowledge in the field of financial planning. The successful candidate will be an experienced user of Intelliflo Office and will have a strong understanding of financial planning principles.

The estimated salary for this position is around £28,000 - £38,000 per annum, depending on experience.
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