Paraplanner, Finance Administrator (Small Business)

Paraplanner, Finance Administrator (Small Business)

Weston-Super-Mare

£35,000 to £45,000 + Company Bonus + Training + Study Support + Company Benefits + Pension

Are you a Paraplanner, or part-qualified eager to advance your career with study support in a highly respected and well-established wealth management firm that offers real long-term growth opportunities?

Do you want to join a growing business that values your contributions? If so, this role could be for you!

Responsibilities:

1. Support financial advisers in the preparation of client reports and recommendations.
2. Research and analyze financial products and services.
3. Assist in the management of client relationships and communications.
4. Maintain accurate client records and documentation.
5. Stay updated with industry regulations and compliance.

1. Experience as a Paraplanner or in a similar financial role.
2. Strong analytical and research skills.
3. Excellent communication and interpersonal abilities.
4. Relevant financial qualifications or willingness to pursue further qualifications.