Paraplanner
Hours: 9am-5pm Monday - Friday
Benefits: 25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking
Salary: Competitive and based on experience
Extras: Exam funding and study support, clear progressive and a supportive working environment
**Solid paraplanning experience essential, ideally around 3 years**
Duties include:
Preparing high-quality suitability reports across financial products
Analyse client information and conduct technical research
Structure advice in line with client objectives
Maintain accurate client records and workflows using Salesforce
Produce cashflow modelling and planning illustrations
Supporting Advisors with pre and post meeting preparation
Assist with complex planning cases and technical queries
You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
JBRP1_UKTJ