Paraplanner - Carlton Mays : Job Details

Paraplanner Up to £38,000 Neg / DOE + qualifications

We are seeking an experienced Financial Services Senior Administrator / Paraplanner to join our client..

The ideal applicant will have a strong understanding of financial services and a demonstrable background in the field.

You will be supporting the Financial Adviser to provide the best advice and service.

Duties include:

• Answering calls and directing as appropriate
• Obtain LOA's
• Assist in preparing financial reports
• Regular liaison with external stakeholders
• Illustrations
• Prepare and assist with reviews
• Other duties as required

You must be a team player with excellent analytical skills an eye for detail and have a commitment to providing outstanding advice.

You will be highly articulate and numerate with excellent communication skills and an ability to create rapport with a diverse range of clients.

A Level 4 Diploma is desired but previous experience in a similar role is essential.

Full support and excellent career progression opportunities.

Job Types: Full-time, Permanent

Pay: £30,000.00-£50,000.00 per year

Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance
• Work from home

Schedule:

• Day shift
• Monday to Friday
• No weekends