Financial Services
Recruit UK are working on an excellent opportunity for a Paraplanner in Somerset to join an Independent Financial Planning practice.
This company is a leading Chartered practice, they specialise in investment and pension advice and have an expanding client base. You will prepare and follow up client projects, whilst, delivering exceptional ongoing aftercare to the clients. This role is open to someone potentially more junior if they have good experience working within Financial Planning. Preparation of regulatory packs, issuing appointment emails/letters
~ Presentation preparation including appropriate illustrations and fund factsheets
~ Arrange appointments and manage online meetings and diary management for directors
~ Optimisation of Intelliflo back-office software
Hybrid policy an option
~ Progression if desired to financial adviser role in future
~ PMI, pension and support
Skilled financial professional with an understanding of advice software and systems
~ Advantageous to have Interflow Office, FE Analytics and other platform experience
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial planning firm based in Somerset on a Paraplanner role.
Use our network across the financial world to match you to your perfect position. Cover the whole of the UK with a local touch through our regional teams.
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