Paraplanner - excellent career opportunity

Paraplanner - excellent career opportunity

Spalding area - £competitive plus package

A medium-sized Financial Advisory firm who pride themselves on providing the best possible advice and service levels are looking to continue their expansion into 2024 with the recruitment of a Paraplanner to support the growing advisory team.

Working in a friendly stable office environment this key role will encompass a range of client servicing, technical administration and support duties. Specifics of the role include -

• Researching, analysing and producing reports in line with the clients requirements and expectations.
• Writing Financial Planning reports for the advisors to present to clients.
• Review clients existing arrangements, obtain information from clients and act as a point of contact for client enquiries. Produce illustration requests or any other information clients may require.
• Prepare Client Review packs
• Upskill your knowledge of products, changing legislation and market innovations.

This is an excellent opportunity to join a friendly personable team who have extensive industry experience who are happy to invest in your future and make you part of an exciting future. The company offer an excellent package including flexible working and strongly believe in a good work / life balance and positive working environment.

To apply for the position, you should ideally have previous paraplanning experience, strong technical knowledge of Investment & pension products and be diploma qualified.

For more information, please contact Richard Garbett.