As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
* Ensure client records are accurate and up to date within office systems.
* Communicate with clients to gather required information and clarify details.
* Work closely with team members to optimise financial planning processes.
* Manage multiple tasks efficiently, meeting deadlines through effective time management.
* Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
* Previously worked as a Paraplanner or in a similar role.
* At least 2 years’ experience in paraplanning.
* Level 4 qualified in Paraplanning.
* Excellent report-writing abilities and attention to detail.
* Skilled in Microsoft Outlook and general office software.
* Strong communication and organisational skills.
What’s on offer:
* Company pension
* Life insurance
* Referral programme
* Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Seniority level
Entry level
Employment type
Full-time
Job function
Consulting, Customer Service, and Administrative
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