Paraplanner

Paraplanner

Hours

9am-5pm Monday - Friday

Benefits

25 days holiday + 8 bank holidays, after 3 years' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parking

Salary

Competitive and based on experience

Extras

Exam funding and study support, clear progressive and a supportive working environment

**Solid paraplanning experience essential, ideally around 3 years**

Duties include

Preparing high-quality suitability reports across financial products

Analyse client information and conduct technical research

Structure advice in line with client objectives

Maintain accurate client records and workflows using Salesforce

Produce cashflow modelling and planning illustrations

Supporting Advisors with pre and post meeting preparation

Assist with complex planning cases and technical queries

You will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.