Paraplanner and Technical Support

15 hours ago


Bournemouth, Bournemouth, United Kingdom CV-Library Full time

Job Title: Paraplanner and Technical Support

Location: UK

Estimated Salary: 37,500 - 45,000 pounds per year

About the Role

We are seeking an experienced Paraplanner and Technical Support specialist to join our team. The successful candidate will provide technical expertise to the Financial Advisors.

Key Responsibilities
  • Preparing high-quality reports and client documentation
  • Providing expert guidance on financial products and services
  • Collaborating with clients and product providers
  • Maintaining accurate records and databases
  • Communicating effectively with clients and colleagues
  • Analyzing complex financial data
Requirements
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • 2-3 years' experience in a related field
  • Proficiency in financial software and systems
  • Maintaining confidentiality and discretion
Benefits
  • Opportunities for career progression
  • Ongoing training and development opportunities
  • Competitive salary and benefits package
  • A dynamic and supportive work environment


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