Paraplanner

Paraplanner - Slough, South East England

Ref: 1513Monday 1 April 2024

Up to £45,000

Join a Leading Firm: Paraplanner Vacancy

About the Role:

An esteemed accounting and legal firm is seeking a dedicated individual to join their financial planning team. This role offers an opportunity to support a team of financial planners across various functions, from new business production to ongoing client care. You will play a crucial role in the firm's operations and client service efforts and the role offers a hybrid working model.

Responsibilities:

  • Conduct portfolio valuations and reviews.
  • Perform financial planning research using specialized software.
  • Prepare compliant client reports, initially under supervision and eventually independently.
  • Manage correspondence with clients and providers.
  • Provide technical assistance and training to administrative staff.

Desired Skills and Qualifications:

  • Proficiency in Microsoft Office and Intelliflo Office.
  • Confident telephone manner and strong communication skills.
  • Attention to detail and ability to take initiative.
  • RO qualifications or willingness to pursue them preferred.

How to Apply:

If you're a proactive individual with a passion for financial planning and seeking an opportunity to grow within a respected firm, we invite you to apply now.

 

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