Paraplanner

Job Description

A national firm of IFA’s is currently recruiting for an experienced Paraplanner to join their team based at their Grimsby offices.

The successful candidate will work closely with Financial Advisers, providing technical support in servicing clients’ financial advice needs, ensuring high standards of client service, and conducting detailed research on clients’ existing and potential arrangements.

After assessing these against the clients’ financial objectives, you will produce timely and compliant Financial Planning Reports.

Specific Responsibilities:

- Writing Financial Planning Reports that Advisers present to clients 

- Supporting Advisers by conducting research on products and helping to find the right solutions for clients 

- Assisting with reviews and customer requests, acting as a point of contact for clients’ day-to-day queries 

- Arranging for plans to be submitted to pr...