Paraplanner

Paraplanner

Rotherham, South Yorkshire

c. £35,000 to £42,500 plus benefits

Are you wanting to continue to develop your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for.

The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment.

The key duties of the role will include:

• Writing Financial Planning Reports that our Planners present to clients.
• Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
• Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
• Arranging for plans to be submitted to provider companies.
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
• Preparation of client review packs.
• Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all company and industry guidelines, rules and regulations.

For further information please send your CV to co .uk or contact Stuart directly to discuss the opportunity on .