UA-185291695-1 Senior Paraplanner, Jobs, 344

Senior Paraplanner

Paraplanner - South East England

Ref: 344Thursday 25 November 2021

£40,000 - £50,000

This role would suit an experienced Paraplanner that is looking to progress their knowledge and get involved with a 12 person business.  This is an exciting proposition to join a growing organisation that offers excellent opportunities to progress your career. Support for future qualifications will be keenly provided to enable you to further their knowledge and ability in the role. You will have the ability to build upon existing strong client relationships.

 

Responsibilities:

Drive and manage the planning workflow

Receive and implement requests from the Advisers

Prepare and compare financial analysis

Prepare reports to a professional and timely standard

Provide information for annual reviews and identify areas not covered

Communicate with selected clients (face to face or remote) and third parties

You must be happy to work on your own and as part of a team and have excellent time management

 

Skills:

You must be a minimum of level 4 diploma qualified

It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and  organisational skills with the ability to work in a busy, fun and professional environment