Paraplanner

Paraplanner
Permanent | Maidenhead
up to £40,000 depending on experience

We are currently seeking an experienced Paraplanner to join a well established and highly reputable business. You will be responsible for carrying out papaplanner duties including client liaison, analysis, reporting, reviewing and offering financial planning solutions whilst working alongside financial planners.

This is a varied role within a business that provides development opportunities and an excellent working environment.

If you are dedicated and knowledgeable individual with previous experience in a similar role, this could be the perfect opportunity for you.

Job duties:

• Working alongside and providing support to financial advisors
• Carrying out and conducting financial research
• Analysing data and collating financial reports
• Supporting financial advisors by putting together financial plans
• Providing information in all areas of financial services including investment, retirement, tax etc
• Collaborating with other team members to assist with administrative processes
• You will be responsible for the management of client files and regularly reviewing and updating information

Requirements:

• Experience in a similar role where
• Level 4 Diploma in Financial Planning
• Able to manage own workload efficiently and effectively
• Strong written and verbal communication skills
• Immaculate attention to detail
• Due to the location, you will need to driver

What’s in it for you?

• Working with a highly reputable and successful business within the financial sector
• Working within a supportive, collaborative and experienced team
• Hybrid working pattern considered
• Generous holiday allowance
• Parking on site
• Wellness programs and health initiatives
• Pension contributions

This is a varied and fast paced role where attention to detail is essential, if you have previous experience in a similar role, please apply today!

What you need to do now

If you're interested in this role please apply and forward an up-to-date copy of your CV. Due to the unprecedented level of applications we are currently receiving, if we have not contacted you within 48 hours of your application then please assume you have been unsuccessful on this occasion.

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