Financial Paraplanner Norwich My Norwich based client has an immediate vacancy for a skilled and experienced Paraplanner to join the Firm's Financial Services Department. In this non-advising position the Paraplanner will be responsible for general administration, research and report writing duties in support of the advice process.
The position is for an experienced Paraplanner but candidates with less experience will be considered.
The role will be to complete New Business/Review checklists which include communicating with providers for policy information, quotations and paperwork.
You will be familiar with a range of research and back office tools. Preparing Policy Implementation and Arrangement Documentation. Communication with clients by phone, post and email.
The Firm will be offering excellent renumeration commensurate with your experience and background.
Please forward your application to Alison Thorne at LEX Recruitment or please do make contact by phone or email with any enquiries. Please also check the LEX Recruitment jobs page for any other opportunities. LEX Recruitment is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply. In accordance with The Conduct of Employment Agencies and Employment Businesses (Amendment) Regulations 2010, LEX Recruitment Ltd acts as an employment agency for the supply of permanent staf
- Financial Planning
- Financial Services