Paraplanner

We are recruiting for an experienced Paraplanner to join a growing, national business.Previous experience either as a paraplanner or financial advice background is essential and a relevant degree/diploma would be ideal.You will work closely with the financial advisers and will provide technical support for clients financial needs.Duties and responsibilities:

• Writing financial planning reports
• Conduct research on products - supporting advisers
• Assist with reviewing customers requests and q
• Queries
• Maintain detailed and accurate client records
• Prepare review packs

A requirement for this role will be to ensure you are up to date with company and industry guidelines, rules and legislations. Experience:

• Paraplanning/financial advice essential
• Relevant qualification
• Ability to product accurate reports and presentations
• Analytical and good with problem solving
• Good knowledge of Microsoft Office

Salary is dependant on experience.