Role Overview
As a Paraplanner, you will play a crucial role in providing technical and administrative support to the Financial Planners. This is a permanent Monday to Friday role offering a competitive salary and a fantastic staff benefits package.
Key Responsibilities
* Provide high-level technical and administrative support to Financial Planners.
* Work closely with the team to achieve client objectives.
* Support trainee paraplanners in their development.
* Ensure completeness of client files with required documentation.
* Prepare for and follow up on client meetings, updating client files.
* Compile clear and comprehensive reports and suitability letters.
* Process applications accurately and maintain necessary records.
* Liaise with Admin and third parties as required.
Requirements
* Strong organizational and communication skills.
* Proficiency in CRM software preferred.
* Prior experience in a similar role desirable.
* Ability to work effectively in a team environment.
Training and Benefits
* Full training provided on company-specific software and compliance requirements.
* Competitive salary and benefits package.
* Automatic enrolment in the company’s pension scheme.
* Friendly and supportive team environment.
* Flexible working arrangements considered.
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