Paraplanner
New Today
Are you looking for a Paraplanning role in the Norwich area.
My client is a well-established Financial Planning firm with an excellent working environment, where you will feel well looked after and valued as part of an established and positive team.
My client based on the outskirts of Norwich, they have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff.
The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential).
Above all else, you will be a great person to work with, a hard worker and a team player.
My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning.
Role purpose
This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able t...
- Location:
- Wymondham
- Salary:
- £35,000 per annum, Negotiable
- Category:
- Accounting & Finance