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Paraplanner

Posted 18 June by Agenda Partnership
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Salary icon Salary negotiable
Location icon Wiltshire , South West England

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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.

Required skills

  • 1
    Financial Advice
  • 1
    Financial Planning
  • 1
    Paraplanning
  • 1
    Wealth Management

Reference: 52897900

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