Job Title: Paraplanner

What’s in it for you? 28 days of holiday (excluding bank holidays) Spring and Christmas parties £45,000-£55,000k, depending on experience and qualifications

Must have’s Financial Services experience desirable (or working towards) Fully Level 4 Diploma Qualified Experience in writing complex and detailed reports for cases Ability to analyse financial issues and offer sound, reliable and professional advice

Nice to have’s Taxation (J01) Trusts (J02) Pensions and Retirement Planning (R04) Investments (IMC) Other technical areas (pensions, long term care)

So what will you be doing? Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records.

Helpful Extras Hours are 9am-5pm

Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication.

* Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.

* Collect and collate information and data about (and from) the ...