Paraplanner
ParaplannerHours: 9am-5pm Monday - FridayBenefits: 25 days holiday + 8 bank holidays, after 3 years'' service additional day added per year to a maximum of 30 days. Bonus Scheme. Pension. Private Medical. Birthday off each year. Free parkingSalary: Competitive and based on experienceExtras: Exam funding and study support, clear progressive and a supportive working environment Solid paraplanning experience essential, ideally around 3 years Duties include:Preparing high-quality suitability reports across financial productsAnalyse client information and conduct technical researchStructure advice in line with client objectivesMaintain accurate client records and workflows using SalesforceProduce cashflow modelling and planning illustrationsSupporting Advisors with pre and post meeting preparationAssist with complex planning cases and technical queriesYou will have experience within a UK Financial Planning or Paraplanning environment, have a strong understanding of regulated advice processes and excellent written and communication skills.Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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