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Paraplanner

Clever-HR
Job LocationNottingham
EducationNot Mentioned
Salary£30,000 - £34,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are delighted to work with one of the largest professional services firms in the East Midlands, with 3 decades of history and an enviable reputation. This progressive and forward-thinking organisation supports their employees with professional development, creating a structured pathway to grow within the business.More about the role

  • As part of a team of Paraplanners, you will work closely with the IFAs in delivering a first class and compliant service to the clients
  • Conducting research
  • Establishing client requirements, both private and corporate
  • Writing recommendation reports
  • Managing the review service
  • Support with all areas of the department, including administration, the preparation of paperwork, dealing with customer queries and client facing tasks
    • More About You
  • Enthusiastic and motivated Paraplanner with a passion for the industry
  • Dedicated to the job with a desire to go the extra mile for clients
  • At least 2 years’ experience working within the Financial Planning sector, and an understanding of corporate and private clients
  • At or working towards the Level 4 Diploma in Financial Advice
  • Eye for detail with a meticulous method of working
  • Enjoy researching and analysing information
  • Exceptional customer service, telephone, and interpersonal skills
  • Competent IT skills, experience using Intelligent Office would be advantageous
    • Salary and Benefits
  • Competitive salary band of £30,000 - £34,000 depending on experience
  • 25 days holiday
  • Company Pension
  • Support with industry qualifications/personal development
    • Required skills
  • Administrative
  • Client Services
  • Paraplanning
  • Report Writing

    • Keyskills :
    Administrative Client Services Paraplanning Rept Writing

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