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Loughborough, Leicestershire
Paraplanner - Loughborough
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
We are looking for an experienced Paraplanner to join a provider of high-quality financial planning advice and discretionary investment services, possessing extensive market knowledge. As a Paraplanner your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and report writing, working with pension, investment, tax and protection products. To be considered for the Paraplanner position you will be an experienced, financial services administrator with exceptional technical knowledge. Diploma Level 4 or willingness to work towards this would be advantageous. Your role as a Paraplanner will include, but not be limited to: Providing technical support to Financial Advisers Designing and delivering Financial solutions with the IFA’s support Conducting portfolio analysis Handling technical client queries Maintaining back-office accurate records Creating and processing strong suitability reports You will be rewarded with a very generous basic salary, bonus potential, and benefits package including a whole range of flexible benefits. Due to the high amount of interest that we receive for each of our roles, unfortunately, we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please note that our client is an equal opportunities employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief. By using Focus Search & Selection, you signify your assent to our Privacy Policy. You can view this on our website.