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Paraplanner

Swindon Permanent £30,000 - £40,000 per year View Job Description
A Paraplanner is required to provide comprehensive technical support to the Financial Planning team, ensuring high-quality service and advice for clients in the financial services sector.
  • Immediately available opportunity
  • To work for a small collaborative company in the financial sector

About Our Client

Our client is a well-established, small organisation specialising in financial services. They have a strong reputation in the industry for delivering tailored financial solutions to their clients.

Job Description

  • Provide technical support to the Financial Planning team.
  • Prepare and compile financial analysis data.
  • Assist in the production of financial plans and reviews for clients.
  • Ensure all compliance paperwork is in order.
  • Maintain up-to-date knowledge of financial products and legislation.
  • Liaise with product providers and other relevant third parties.
  • Effectively use financial planning software.
  • Manage and prioritise workload to meet business needs.

The Successful Applicant

A successful Paraplanner should have:

  • Excellent technical knowledge of financial planning products.
  • Proficiency in using financial planning software and tools - X Plan & Dynamics Planner
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • High level of organisational skills with the ability to prioritise tasks.
  • A commitment to delivering first-class customer service.

What's on Offer

  • A salary range of £30,000 to £40,000, commensurate with skills and experience.
  • Life Insurance and Pension scheme.
  • Generous holiday entitlement of 28 days plus bank holidays.
  • A supportive and professional work environment
  • Opportunities for personal and professional development in the financial services sector.



We invite all qualified Paraplanners looking for a new challenge to apply. Join a team where your contribution is valued and where you can grow professionally.

Contact
Harrison Pugsley
Quote job ref
JN-022025-6681376
Phone number
+442920643487

Job summary

Job function
Business Support
Subsector
Administrator
Sector
Financial Services
Location
Swindon
Contract type
Permanent
Consultant name
Harrison Pugsley
Consultant phone
+442920643487
Job reference
JN-022025-6681376