Working for a well-established financial services company - opportunity to train to be a Paraplanner, 25 days holiday, plus Christmas closure, 8 bank holidays and excellent pension scheme.

The Role:

  • To support Advisors and Paraplanners in ensuring Clients are well looked after
  • To process new business and to do whatever is necessary to issue investments and policies and deliver documentation to clients, liaising with Advisors and Paraplanners
  • Produce valuations/Client Wealth Accounts
  • Production of preliminary reports, Letters of Authority and Deeds of Assignment
  • Assisting Compliance Paraplanner
  • Construction and management of electronic and paper files;
  • General office administration including adhoc duties.

The Candidate:

  • Interested in paraplanning and developing financial planning strategies
  • Ability to prioritise, well organised
  • Strong attention to detail
  • Ability and willingness to use systems e.g. CRM software
  • Willingness to study towards internal and external exams
  • Ambitious with aspirations to progress