Assistant Paraplanner

We are working with a national Financial Services company that is looking to hire an assistant paraplanner that can offer quality support to the business's advisers and clients. This role will include data collection, product research and application processing.

If you have experience working within Financial Planning, and are interested in progressing your career at a thriving firm with a fantastic reputation and culture, this opportunity could be for you. It would be advantageous if you have started your Diploma in Financial Planning.

BENEFITS

• Hybrid Working
• Exam support
• Private medical insurance
• Stakeholder pension contribution
• Gym discounts
• Ability to purchase holiday
• Cycle to work scheme

RESPONSIBILITIES

• Issuing letters of authority.
• Production of new business illustrations.
• Preparation of information for analysis by the Paraplanner and Adviser.
• Communicating with product providers and other external companies via telephone and mail.
• Supporting clients with queries, and obtaining required documents

Apply today and one of our consultants will be in touch to discuss the opportunity in more detail.