Paraplanner

In this Paraplanner job in Newport, Shropshire, you will be working closely their team of Financial Advisors and support staff to ensure clients receive appropriate financial planning.

As a Paraplanner, you will be undertaking a mixture of technical tasks and relationship management. Therefore, it is important you are confident undertaking both. You will be supported by their team of 3 Administrators with part of your role to ensure tasks are delegated and completed in a timely manner.

Your key responsibilities will include:

• Acting as a primary point of contact for clients
• Managing diaries for the Financial Advisors
• Building cashflow models
• Obtaining outstanding information to ensure case files are fully up to date
• Supporting the full advice cycle for clients
• Identifying missed opportunities and prompting the Advisors where required

You will be joining a team of 20, who enjoy working closely together to achieve the best outcomes for clients. This role is available due to internal progression.

Paraplanner Requirements

• This role could suit a Paraplanner or experienced IFA Administrator
• You should have experience of liaising with clients and providing a proactive service
• Candidates holding industry qualifications would be beneficial
• Candidates with experience of working within small / medium teams would be beneficial
• You should live locally to Newport, Shropshire

The Company

This local financial services firm has strong internal and external partnerships, enabling them to provide excellent service to clients. The team enjoy working collaboratively together whilst also undertaking their own individual tasks as well.

Paraplanner Benefits

• Salary of £25,000 – £30,000
• Office based role, with potential to consider working from home
• 35 hours per week, Monday to Friday
• Joining a friendly, supportive team
• Career progression is highly rewarded at this company therefore individuals looking to progress would be ideal for this company. 

Location

Newport, Shropshire

Call us now on 0208 0044 154 or click Apply

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