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An exciting opportunity has arisen for a Paraplanner with 2 years’ experience to join a well-established financial planning firm. This full-time role offers excellent benefits and a salary range of £40,000 - £45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
- Ensure client records are accurate and up to date within office systems.
- Communicate with clients to gather required information and clarify details.
- Work closely with team members to optimise financial planning processes.
- Manage multiple tasks efficiently, meeting deadlines through effective time management.
- Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
- Previously worked as a Paraplanner, Financial Administrator or in a similar role.
- At least 2 years’ experience in paraplanning.
- Background working within the financial services sector.
- Level 4 qualified in Paraplanning.
- Excellent report-writing abilities and attention to detail.
- Skilled in Microsoft Outlook and general office software.
- Strong communication and organisational skills.
What’s on offer:
- Company pension
- Bonus scheme
- Employee discount
- Life insurance
- Referral programme
- Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
