Paraplanner

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.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.