Paraplanner - Swaffham

Our clients, a Financial practice in Norfolk, are looking to recruit a Paraplanner to join their team.

Working Hours:

  • Monday – Friday 9 am – 5 pm

Salary package on offer for the successful Paraplanner:

  • £33,000 - £39,000
  • Full Training and Progression
  • Qualifications funded and supported

Requirements for the role of Paraplanner:

  • Experience in a Paraplanning position
  • Excellent customer service
  • Ability to work on own initiative and as part of a team.

Responsibilities included in the role of Paraplanner:

  • Preparing and maintaining client files in conjunction with the admin function
  • To collate all the quantitative detailed information required to support any recommendations to be made
  • Ensure all relevant paperwork held within a client file is present, relevant and compliant
  • Discuss client objectives with the adviser  
  • To provide supervision of administrative support staff

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

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