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Date Added: Wed 19/06/2024

Paraplanner

Marlborough, SN8, UK
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Company: AGENDA PARTNERSHIP

Job Type: Permanent, Full Time

Salary: £26000 - £33000/annum

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
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