Reference ID





c£35,000 + benefits

Contact Person

Angela Liscombe

Job description

Job Role: To act as Technical Analyst/ Paraplanner. This includes performing administrative duties, oversight of Paraplanning, client research, report construction and client contact.

The role is comprised of the following areas:

  • Client oversight
  • Maintaining client relationships and managing the process of answering client queries
  • Monitoring Existing clients and identifying opportunities
  • Writing financial plans
  • Researching the content for financial plans
  • Various Implementation when required
  • Ensuring that plans are compliant, ethical and in line with current legislative and legal guidelines.

General Day to day duties:

Dealing with telephone enquiries with clients/providers Attain a high level of accuracy in all work completed Support and guide the administration team

Business Culture and regulation:

Carrying out all tasks in a manner consistent with compliance procedures.

Establish and carry out departmental or organisational goals, policies and procedures

Personal Qualities:

Effective communication, both written and verbal

Work well within a small busy team and fit the company culture and work ethics

You need the ability to work independently and as part of a team

Have a professional, proactive and positive attitude

Be able to prioritise and organise workload

If this role is of interest and you have previous paraplanning experience, then please apply in confidence with an up to date CV.

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