Paraplanner

Paraplanner
Up to £45,000
Hereford

Responsibilities

• Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements
• Obtaining and analysing technical information from providers
• Conducting technical research and interpreting the results
• Creating accurate cash flow planning analysis in line with client objectives
• Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary
• Processing new business and monitor through to completion

 
Requirements

• Diploma qualified
• Prior experience as a Paraplanner
• Excellent technical knowledge across a wide range of areas
• Exceptional organisational skills and able to work well under pressure
• Excellent communication skills, both written and verbally

 
Benefits

• 25 days holiday + bank holidays
• Well being program available
• Further study support
• Discretionary performance linked quarterly bonus