Paraplanner Expert

1 day ago

Winnersh, United Kingdom Austin Fraser Full time
Paraplanner Expert

Austin Fraser is seeking a highly skilled Paraplanner Expert to join their team in Winnersh. As a key member of the Financial Planning Team, you will be responsible for developing financial solutions that meet the needs and objectives of our clients. Key responsibilities include preparing recommendations and suitability reports, maintaining client records, data gathering, application form preparation, and submission. The ideal candidate will have Level 4+ Financial services qualifications and be proficient in report writing software.

Key Responsibilities:
  • Develop financial solutions that meet the client's desired outcomes.
  • Prepare recommendations and suitability reports for the Financial Adviser.
  • Maintain accurate client records and gather relevant data.
  • Liaise with product providers and other third parties to obtain necessary information.

Salary Information:
Estimated annual salary: £40,000 - £55,000.

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