Senior Paraplanning Professional
2 weeks ago
We are seeking a skilled Paraplanning professional to join our client's Financial Planning team. The ideal candidate will have a strong background in IFA administration or paraplanning, with a proven track record of delivering high-quality support to Financial Planners.
Main Responsibilities- Research and consolidate information into well-written reports
- Handle multiple client queries and manage tasks for Financial Planners
- Provide administrative support and training to junior team members
The successful candidate will have excellent customer service and communication skills, with a good knowledge of Word, Excel, and Outlook. A Level 4 Certificate in Paraplanning and/or Diploma in Regulated Financial Planning Qualification with the CII would be highly desirable.
What We Offer- A collaborative and rewarding work environment
- Opportunities for professional development and growth
- Competitive salary and benefits package
Our client is an independent financial planning firm committed to providing excellent customer service and contributing to the community. If you are a motivated and experienced Paraplanning professional looking for a new challenge, we encourage you to apply.
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Paraplanning Professional
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Paraplanning Professional
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