Job Description
Paraplanner
Rotherham
c. £35,000 to £40,000 plus benefits
Are you open to developing your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for.
The role comes with a competitive salary (circa £37,500 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment.
The key duties of the role will include:
* Writing Financial Planning Reports that our Planners present to clients.
* Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
* Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
* Arranging for plans to be submitted to provider companies.
* Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
* Preparation of client review packs.
* Illustration requests.
* Keep up to date with financial products and legislation.
* Comply with all company and industry guidelines, rules and regulations.
For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly to discuss the opportunity on .