Paraplanner

Pinnacle Placement ,
Norwich, Norfolk
More Details
Job Type: Full-time
Salary: £28,000 per annum

Overview

Job Title: Paraplanner Job Level: Level 4/6 Department: Financial Planning Location: Norwich Hours: Full Time, 2/3 days working from home Salary: £28,000 - £45,000 DOE Pinnacle Placement Ltd. is a finance, accountancy and wealth management-focused agency. We are currently recruiting for an experienced Paraplanner on behalf of one of our prestigious clients based in Norwich. An excellent opportunity has arisen for a Paraplanner to join our client on a flexible basis. As an experienced Paraplanner, you can expect to work in a supportive and dynamic working environment as part of a firm with genuine client focus. You will have the opportunity to work in the office 2/3 days a week and the remainder from home. To be successful in this role you will need: Assist the Financial Advisers in preparing for client meetings through the creation of pre/post-meeting documentations. Liaise directly with providers. Create portfolio reports and adjust client portfolios after reviews. Prepare client annual reviews and follow up meetings. Prepare and comply financial analysis data. Following client reviews, you will prepare cash flow analysis. Compile financial planning recommendations and suitability reports. Complete and submit application forms to providers. Ensuring that all Client requirements are followed through to the appropriate conclusion Assisting the Financial Advisers with Client presentations and any other activities as agreed with the Financial Advisers Benefits: Free on-site parking Study Support With this role you will be able to work from home 2/3 days a week and work in the office 2/3 days a week. This is scheduled on a rota and flexible. To apply please contact Roxanne at Pinnacle Placement Ltd on

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