Paraplanner

On behalf of our client based in Oakham, we are recruiting for an experienced Paraplanner. Our client is a financial management business that offer bespoke services from investment planning to mortgages. Job Details: The role as a Paraplanner is a vital part of any financial planning team. You will carry out several tasks that are essential for developing and reviewing customers’ financial plans, including preparing client reports and recommendations for the financial advisers. As well as making recommendations, you will be reviewing finances on an annual basis. Writing complex financial strategy reports covering all services offered Building relationships with customers Fact finding to collate crucial information to offer data and advice Support IFA’s where required To apply: You will need a minimum of 2 years experience as a Paraplanner within a financial environment. Knowledge and experience of ISA’s, investments, mortgages, retirement planning amongst other sectors. Working to deadlines, being organised and having a strong eye for detail is key within this role. Package Information: Salary: £40k to 45k dependant on experience Monday to Friday 9am to 5pm - office based. Hybrid working will be available

Location: Brooke, GB

Posted Date: 1/15/2025