Paraplanning Professional

5 days ago


Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

This is an exciting opportunity to join a rapidly growing financial planning firm, Premier Jobs UK Limited, as a Paraplanner. The company is building an infrastructure to support its Financial Advisors, with a focus on delivering exceptional client service and ensuring compliance.

As a Paraplanner, you will play a crucial role in providing a full paraplanning function to the Financial Advisors, ensuring that client needs are met and regulatory requirements are adhered to. Your responsibilities will include:

  • Preparing and reviewing financial plans and reports to ensure accuracy and compliance.
  • Providing administrative support to the Financial Advisors, including data entry and document management.
  • Assisting with the development and implementation of business strategies to drive growth and expansion.
  • Collaborating with the back office team to ensure seamless communication and efficient workflow.

The ideal candidate will have a strong understanding of financial planning principles and practices, as well as excellent communication and organizational skills. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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