Paraplanner (Trainee or Qualified)
Location: Bedford (MK44)
Salary: £32,000- £45,000 per annum (Dependent on Experience)
Contract: Permanent / Full-time
Are you an enthusiastic Paraplanner eager for your next role? Could you fulfil a vital support function within a busy office?
You will be providing technical expertise to support and assist in the provision of financial advice to our existing and prospective clients. Undertaking detailed research and analysis of a wide variety of financial planning solutions. Plus, producing compliant financial planning reports for our Financial Advisor / Partner to present to clients.
You will be a go-to individual for technical queries and the preparation of recommendations for clients. Your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative recommendations and liaising with the team to ensure business is accurately processed and systems are correctly updated.
You will demonstrate a high attention to detail and in depth understanding of the client needs. You will strive to produce well thought out and meaningful advice to our clients and work closely with our client facing Partner/ adviser to achieve excellent recommendations.
The Role - Paraplanner
As par...