Paraplanner Hybrid Bath

The Progress Shed; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Paraplanner to support a high-performing Adviser. In this role, you will handle paraplanning duties within a dynamic and collaborative team, focusing on writing suitability reports, preparing client review packs, and managing illustration requests. Ideal candidates will have experience in paraplanning and strong communication skills.

Qualifications

• Experience in paraplanning or relevant financial qualifications.
• Strong communication skills.
• Ability to work within a supportive team environment.

Responsibilities

• Write suitability reports.
• Prepare client review packs.
• Manage illustration requests.

Job description

Key Responsibilities: Writing suitability reports; preparing client review packs; managing illustration requests.

The Role:

Our client is seeking a Paraplanner for a critical role supporting a high-performing Adviser within a small and collaborative support team. You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment.

The Busi...