Paraplanner

Paraplanner Rotherham c. £35,000 to £42,000 plus benefits Are you open to developing your career as a Paraplanner, with an established and expanding regional Financial Planning firm? If so, I have a fantastic opportunity I am currently recruiting for. The role comes with a competitive salary (circa £40,000 per annum) dependent upon experience and qualifications, with excellent benefits and the best team environment. The key duties of the role will include: • Writing Financial Planning Reports that our Planners present to clients. • Supporting the Planners by conducting research on products and helping find the right solutions for our clients. • Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries. • Arranging for plans to be submitted to provider companies. • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant. • Preparation of client review packs. • Illustration requests. • Keep up to date with financial products and legislation. • Comply with all company and industry guidelines, rules and regulations. For further information please send your CV to sj @ rewardrecruitment. co .uk or contact Stuart directly to discuss the opportunity on .