Paraplanner

Posted 23 January by The Curve Group

Job Title: Paraplanner

Northampton

The Job in Brief:

We are seeking an experienced Paraplanner to join a friendly team in Northampton, for our leading Financial Services client. In this role you will support a number of Financial Planners, providing technical advice and preparing reports.

About the Job and skills required:

As a Client Support Technical you will provide technical administration support and research as well as preparing personalised advice for our Financial Planners. You will also be expected to:

  • Research and prepare personalised Advice Letters & Reports
  • Work together with the Financial Planners, Client Support Manager, Client Support and Administrators to ensure a smooth workflow for the team
  • Ensure client service agreement requirements are met and procedures adhered to
  • Maintain and update our database
  • Prepare meeting packs
  • Deal with technical aspects of client queries and helping/assisting the administrators

The ideal candidate will hold a Diploma in Regulated Financial Planning and have experience of DB Pension Transfers. Experience of working with Intelligent Office would be advantageous.

Additional Details:

Our client is able to offer a competitive salary and generous benefits package

Reference: 34294822

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