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Job Title: Paraplanner
Location: Norwich
Salary: £35,000 - £40,000
REF: 9188
Are you currently a paraplanner that is looking for a business that you will thrive within? Do you want to play a central part in the clients financial planning journey? If so, we’re working with a thriving company with a fantastic culture that is seeking a Paraplanner.
Our client is an established Finance firm that stives to offer a high-quality service to HNW/UHNW individuals across the region. They have been establised for over 10 years and are well respected.
Job Description:
Within this role you will work alongside a highly successful financial planner and will play a crucial part in the financial planning journey.
Your duties will include but not be limited to:
- Report writing
- Prepare recommendations; complete / send documents, application forms, suitability reports
- Fact finding and reviewing the market
- Be a key point of contact to clients with technical queries
- Team working; work alongside the financial planner, compliance manager and administrator to ensure the highest quality of work
- Compliance: Maintain client records and update to keep effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulations
Benefits:
- Salary £35,000 - £40,000 (d.o.e)
- Pension contribution
- 23 days plus holidays excluding Bank Holidays
- Social events and a positive culture
- Modern office
- Hybrid Working
- Support with the completion of exams
Skills and experience required:
- Experience as a paraplanner (2+ years)
- DipFA qualified or near qualified
- Experience liaising with clients and advisers
