Are you a financial services professional seeking advancement in your career? This opportunity might be tailor-made for you. We are in search of an adept Paraplanner or Senior Technical Administrator to offer top-tier technical support to our client’s expanding client base.
The ideal candidate will:
* Possess extensive experience in financial services, accompanied by a Level 4 qualification (or actively pursuing one).
* Demonstrate exceptional technical prowess.
* Have hands-on experience with IO and platforms.
Located in Bourne End, Buckinghamshire, our client is an independent financial planning firm with a 25-year track record of providing a top-quality offering for clients. Their commitment to professional service, clear communication, and approachability has garnered long-lasting client relationships.
Responsibilities for this role may include:
* Consolidating client information.
* Conducting research.
* Generating client illustrations.
* Drafting suitability reports.
* Facilitating the advisory process to completion.
In this role, you will be a pivotal member of the team, supporting their Financial Planners and guiding Trainee Paraplanners to ensure clients receive unparalleled advice and service.
Your benefits will include:
1. Competitive salary (up to £45,000 based on experience).
2. Generous holiday entitlement (24 days plus bank holidays).