Paraplanner
Up to £45,000
Hereford
Responsibilities
* Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements
* Obtaining and analysing technical information from providers
* Conducting technical research and interpreting the results
* Creating accurate cash flow planning analysis in line with client objectives
* Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary
* Processing new business and monitor through to completion
Requirements
* Diploma qualified
* Prior experience as a Paraplanner
* Excellent technical knowledge across a wide range of areas
* Exceptional organisational skills and able to work well under pressure
* Excellent communication skills, both written and verbally
Benefits
* 25 days holiday + bank holidays
* Well being program available
* Further study support
* Discretionary performance linked quarterly bonus
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