Paraplanning and Administration Professional

1 day ago


Bangor, Gwynedd, United Kingdom MLR Careers Full time

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 Client

The 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 Salary

The 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.

Requirements

To 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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