Paraplanner

Job Title: Paraplanner Location: Wells Salary: ??20,000 - ??30,000 A fantastic opportunity has arisen for an experienced Paraplanner to join a well-established and well recognised Financial Services practice. The role will involve constructing appropriate solutions for clients and making recommendations in conjunction with the Financial Planner as well as preparations for client meetings and liaison with clients on advice matters and transaction. You will benefit from full support and training in a welcoming and friendly office environment. Responsibilities: Managing and prioritising client work for Financial PlannersTechnical research to meet the client's needsProduction of compliant suitability reportsProvision of technical support to dedicated Financial PlannerManagement of client reviews and maturitiesPerforming any other tasks required as delegated by the Financial Planner Skills: Diploma qualified or working towardsExperience in a similar role or environmentHighly organised and able to meet deadlinesExperience of using 1st software is desired Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive ??200 in vouchers if we assist them in securing a new career