Paraplanning and Administration Professional
1 day ago
We are seeking an ambitious and organised Paraplanning and Administration Professional to join our client's dynamic team. As a key member of the financial planning department, you will contribute to delivering exceptional results for clients.
About the ClientThe client is a multiple award-winning financial planning firm, managing over £6.5 billion in assets. They offer bespoke financial planning advice across various areas, including investment, inheritance tax, retirement planning, and employee benefits.
- Prepare suitability reports for new business cases
- Work alongside financial advisers to obtain information for financial reports
- Send letters of authority and request plan information from product providers
This is an exciting opportunity for a Junior Paraplanner or Financial Planning Administrator looking to develop their skills in paraplanning. You will work in a fast-paced environment, collaborating with experienced professionals to deliver high-quality results.
Estimated SalaryThe estimated salary for this role is £28,000 - £32,000 per annum, depending on experience. This includes benefits such as hybrid Work From Home arrangements and opportunities for career advancement.
RequirementsTo be considered for this position, applicants must:
- Have relevant experience working in financial planning or administration
- Demonstrate strong technical skills, particularly with Intelliflo Office
- Show excellent communication and problem-solving abilities
Apply now if you are a driven and detail-focused individual looking to excel in financial services.
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