Paraplanner: Support for Financial Planners & Compliance Reports

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

Job summary

Perspective Financial Group Ltd is seeking a motivated Paraplanner for their Stokenchurch office. This integral role involves supporting Financial Planners with technical assistance and producing detailed financial planning reports based on client needs.

The ideal candidate will exhibit professionalism and a commitment to high-quality client service. The working hours are Monday to Friday, 9 am to 5 pm, totaling 35 hours weekly.

Qualifications

• Experience in providing high-quality support.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Provide technical support during client servicing.
• Conduct detailed research on clients' financial arrangements.
• Produce timely and compliant financial planning reports.

Job description

Perspective Financial Group Ltd is seeking a motivated Paraplanner for their Stokenchurch office. This integral role involves supporting Financial Planners with technical assistance and producing detailed financial planning reports based on client needs.

The ideal candidate will exhibit professionalism and a commitment to high-quality client service. The working hours are Monday to Friday, 9 am to 5 pm, totaling 35 hours weekly.