Salary up to £45k DOE | Hybrid | Taunton
Are you a meticulous planner with a passion for finance? Dive into a rewarding career as a Paraplanner!
Our client, one of the South West’s leading Accountancy firms dedicated to empowering their clients to achieve their financial goals has an exciting opportunity for a Paraplanner to join their team.
This is a full-time permanent position with flexible and hybrid working.
Paraplanner responsibilities include:
* Respond to Advisor queries promptly
* Conducting product/plan research to be able to produce draft suitability reports for Advisor approval
* Build on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues or clients
* Maintaining your technical knowledge
* Assist with other duties as required
Paraplanner requirements include:
* CII Level 4 qualified or working towards
* A high level of professionalism to deliver Advisor service excellence
* Ability to multitask and meet deadlines
* The ability to communicate confidently, clearly, and effectively at all levels
* Excellent attention to detail and a high degree of accuracy
Benefits of Paraplanner include:
1. Flexible and hybrid working
2. 22 days plus bank holidays increasing by one day per year to a maximum...