Paraplanner - Lincoln, East Midlands

Ref: 1564Wednesday 10 April 2024

Up to £40,000

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An IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each clients’ financial futures. We are looking for a dedicated professional who is passionate about building relationships and delivering exceptional client support. If you have a knack for detail and a commitment to excellence, we invite you to apply for this exciting opportunity.


Paraplanner salary is up to £40,000


Key Responsibilities:


Develop and maintain client relationships through outstanding ongoing support.

Ensure excellent client communication across all channels.

Prepare presentations and other documents for client meetings and reviews.

Assist in the preparation of advice letters and financial plans.

Manage and communicate industry and market updates to clients.

Obtain illustrations, related documentation, and forms to support suitability reports.

Conduct comprehensive research as required.

Serve as an efficient, friendly, and professional point of contact for clients and inquiries via telephone, email, and in person.

Perform general office management duties, including call handling, appointment scheduling, stationery ordering, scanning, printing, etc.




Proven experience in financial planning or a similar role.

Excellent communication and interpersonal skills.

Strong organisational and time-management abilities.

Proficiency in office management software and tools.


On Offer:


Competitive salary and benefits package.

Opportunities for professional development and career growth.

A supportive and collaborative work environment.

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