Job Overview
Premier Jobs UK Limited is seeking a skilled Paraplanning Professional to provide support to their Senior Financial Advisors.
The ideal candidate will have excellent communication skills and the ability to work independently, ensuring client service and compliance are always delivered.
The role involves providing a full paraplanning function, including preparing and submitting documents, and maintaining accurate records.
The successful candidate will have the opportunity to work in a dynamic and rapidly growing financial planning firm, with a strong focus on client satisfaction and business growth.
Key Responsibilities:
* Providing paraplanning support to Senior Financial Advisors
* Preparing and submitting documents, including client reports and proposals
* Maintaining accurate records and ensuring compliance with regulatory requirements
Requirements:
* Excellent communication and organizational skills
* Ability to work independently and as part of a team
* Strong attention to detail and ability to maintain accurate records
About Premier Jobs UK Limited:
Premier Jobs UK Limited is a leading provider of financial planning services, with a strong focus on client satisfaction and business growth.
We are committed to providing our clients with the highest level of service and support, and we are seeking a skilled Paraplanning Professional to join our team.