Job Location : Marlborough, UK
We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Specific Responsibilities
The key duties of the role are:
Role Requirements
Salary: Competitive dependant on experience and qualifications. Available upon request.
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
Salary : 38000 - 45000
Apply Now!