Paraplanner

Role Overview
-----------------

• Salary – £35,000 – £55,000, dependent on qualifications and experience


• Discretionary Annual Bonus


• Workplace pension


• 25 days holiday plus bank holidays


• Career progression and study support


• Enhanced parental leave policy


• Private Health Insurance


• Flexible work\-from\-home arrangements available, although training and probation will be full\-time in office

• Assist in conducting research on financial products, including investment packages, pension schemes, and insurance plans.


• Ensure all financial advice adheres to the UK Financial Conduct Authority regulations.


• Develop and implement administrative policies and procedures to improve the firm's efficiency and effectiveness.


• Manage confidential files and maintain a clean and organized office environment.


• Provide administrative support to advisers, paraplanners, and the wider team, including producing applications and packs for clients, and drafting correspondence.


• Coordinate with various providers, networks, and clients to ensure smooth communication and coordination of activities.


• Plan and organize events, meetings, and other activities as required.

• Strong understanding of tax, trusts, various wrappers, and investment principles.


• Excellent organization, time management, and problem\-solving skills.


• Strong communication and interpersonal skills, with the ability to work effectively with employees at all levels of the firm.


• Ability to manage multiple priorities and work in a fast\-paced environment.


• Works well in a team.


• Has a desire to achieve great client outcomes.


• Excellent written and verbal communication skills.


• Highly organised, self\-motivated, and disciplined.

This listing is from indeed. View original listing ↗