We are working exclusively with a well known national brand that has the vision to become one of the Top 3 Financial Planning businesses within the next 5 years.

This opportunity would suit someone who has been working within a paraplanning capacity and holds their level 4 diploma.

The role can offer hybrid working with you being in their central office once a week if needed!

Duties include but are not limited to:

• Ensure that the advice and financial reports satisfy the internal requirements and external regulatory requirements.
• Follow the businesses procedures thus ensuring that the business risk is kept to a minimum.
• Able to provide and produce financial reports for the full range of products sold by the Wealth Advisers
• Take responsibility for incoming enquiries, requests and instructions from internal/external clients and provide a timely response.
• Carry out and/or assist with additional tasks as required by your line manager and carry out special takes and projects as required.
• Provide outstanding customer service and portray an excellent image to all clients including internal customers and proactively manage the client experience.
• Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to proactively manage the client experience.
• Actively search for and participate in continuous improvement ideas to improve processing methods and associated procedures to optimise productivity and improve customer service.

In return you will be provided with a competitive basic and fantastic benefits such as:

• Discretionary bonus
• 25 days holiday + Bank holiday
• Flexi benefits scheme
• 9% Employer Pension contribution

If you are looking for the opportunity to work for a highly reputable wealth management business who offer flexibility and hybrid working please click apply for this paraplanning role and we will be in touch.

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