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| Job Location | Chelmsford |
| Education | Not Mentioned |
| Salary | £35,000 - £45,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Due to continued success in providing fee based advice to HNW clients, this successful financial, planning bpractice requires a professional and proactive Financial Services Paraplanner to provide holistic support to Financial Advisers as part of their administration and paraplanning function.You will act as the initial point of contact for client queries as well as liaising with product providers managing and developing the administration and review process to ensure a first class service is provided to external parties.The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice and have exposure to report writing, industry qualifications are good but not a prerequisite for the role.Duties for this role will include:
Keyskills :
Financial Planning Financial Services Paraplanning Repts