Paraplanner — Strategic Financial Planning Support

Perspective Financial Group Ltd; Marlborough; On-site; GBP 30,000 - 45,000; Full time

Benefits offered by this job

Electric Vehicle Scheme

Cycle to Work Scheme

Eyecare Support

Holiday Purchase Scheme

Long Service Awards

Extra Discount Cards

Family Friendly Policy

25 days holiday

Pension

Enhanced Parental Pay

Life Assurance

Learning & Development

Employee Referral Scheme

Job summary

Perspective Financial Group Ltd in Marlborough is seeking a Paraplanner to provide essential support to Financial Planners and enhance client service. The role involves researching clients’ financial needs and producing compliant Financial Planning Reports. Ideal candidates should be motivated and professional, with a strong focus on client satisfaction. The company offers a competitive salary and employee benefits including an Electric Vehicle Scheme, Cycle to Work Scheme, and a Family Friendly Policy.

Qualifications

• Experience in providing high quality support.
• Ability to produce timely and compliant Financial Planning Reports.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Provide technical support to Financial Planners.
• Conduct detailed research on clients’ financial arrangements.
• Assess clients’ needs against financial objectives.

Job description

Perspective Financial Group Ltd in Marlborough is seeking a Paraplanner to provide essential support to Financial Planners and enhance client service. The role involves researching clients’ financial needs and producing compliant Financial Planning Reports. Ideal candidates should be motivated and professional, with a strong focus on client satisfaction. The company offers a competitive salary and employee benefits including an Electric Vehicle Scheme, Cycle to Work Scheme, and a Family Friendly Policy.