Paraplanner

Posted 16 January by Rutherford Briant

Rutherford Briant are recruiting for an Paraplanner in Bury St Edmunds for a regional firm. The role will involve liaising with clients and Advisers to deliver reports, alongside excellent administration and customer service.

  • Research and analyse data,
  • Prepare recommendation reports to meet our clients’ needs and support the Advisory team,
  • Maintaining client records,
  • Inputting data into back office system.

Requirements:

  • You will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status.
  • Excellent understanding of MS Office, 1st Software, O&M, Sesame Research or any other similar software packages.
  • Ideally you should have had previous experience producing bespoke recommendation reports.
  • Excellent organisation and planning skills with the ability to record time spent on client work.
  • Strong communication and customer service skills along with a good understanding of maintaining commercial relationships with suppliers and clients.

Required skills

  • Paraplanning

Reference: 33613138

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