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Paraplanner

Posted 5 January by Oval Recruit Ended

Paraplanner

Norwich - £32,000

A leading Financial Planning Company who are continuing to expand are looking to recruit a highly competent individual into the role of Paraplanner. Working in their multi-disciplined team, you will be joining a large company who focus on providing innovative and expert advice.

The role will involve:

  • Conducting research, preparing client reports, valuations and report writing
  • Liaising with clients; maintaining trust and developing relationships
  • Work closely with consultants to ensure clients are provided with the best possible financial planning solutions
  • Ensuring all administration is conducted to the highest level and in line with rules and regulations
  • Be mindful of and operate within compliance and company standards and regulations

This is a great opportunity for someone with some technical administration experience gained within an IFA environment wishing to join a firm who value their staff and provide the opportunity to progress. The company are looking for someone who is self-motivated, willing to continue learning with their own Continued Personal Development.

To apply, you must be enthusiastic in your communication style with a professional manner. It is preferable you are working towards or have completed your Diploma in Financial Planning, Level 4.

For more information, please contact Briony Malden

Reference: 34154443

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