Paraplanner – excellent career opportunity
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| Job Type | Permanent full-time |
| Location | Spalding |
| Area | Cambridgeshire, England |
| Sector | Wealth ManagementFinancial Advisory |
| Salary | £competitive |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 7542658 |
| Job Views | 386 |
- Description
- Paraplanner – excellent career opportunity
Spalding area - £competitive plus package
A medium-sized Financial Advisory firm who pride themselves on providing the best possible advice and service levels are looking to continue their expansion into 2024 with the recruitment of a Paraplanner to support the growing advisory team.
Working in a friendly stable office environment this key role will encompass a range of client servicing, technical administration and support duties. Specifics of the role include –
- Researching, analysing and producing reports in line with the clients requirements and expectations.
- Writing Financial Planning reports for the advisors to present to clients.
- Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require.
- Prepare Client Review packs
- Upskill your knowledge of products, changing legislation and market innovations.
To apply for the position, you should ideally have previous paraplanning experience, strong technical knowledge of Investment & pension products and be diploma qualified.
For more information, please contact Richard Garbett.