Job Description
Junior Paraplanner
Full-Time Permanent | Hybrid |Taunton| 35 hours per week
£30,000 to £36,000 DOE plus discretionary bonus and benefits
Are you passionate about delivering outstanding client service and developing your skills towards a full paraplanner role?
Our client is seeking a proactive, confident individual with a can-do attitude that is able to follow processes and take their own initiative to collaborate with Financial Advisers, Paraplanners and other colleagues to elevate the experience of our clients. If you thrive in a collaborative environment, are committed to excellence and have an analytical mindset, we would love to hear from you.
This position is based in our clients Taunton office with the flexibility for some hybrid working from home as agreed.
Your day to day duties would include (but are not limited to):
1. Managing communications with providers and colleagues by phone, email and messaging systems to ensure the smooth processing of cases and obtaining key information and updates where required.
2. Sourcing key information for paraplanners and advisers from provider systems or via Telephone/email.
3. Sourcing provider illustrations, documents and forms and keying the initial application stages into provider platforms and websites.
4. Preparing research and an...