Paraplanner

Job Title: Paraplanner Location: Southern England, United Kingdom Salary: Up to £40,000 per annum Job Type: Permanent Reference: VR/04851 Job Description: The main role of the Paraplanner is to ensure the business generated by our Advisors is processed correctly and in a timely manner. Responsibilities include: Collating client information and maintaining excellent compliance standards. Preparing high-quality, compliant suitability letters and supporting documents. Preparing illustrations and reports for client meetings. Producing critical yield calculations. Using Salesforce to update and manage client information. Managing cases to completion using internal processing systems. Ensuring all business is processed in compliance with regulations. Supporting team members and managers, especially during absences. Collaborating closely with Advisors and the Paraplanning team to meet deadlines. Communicating effectively to maintain high client service standards. Requirements: Strong organizational and administrative skills with attention to detail. Excellent customer service and communication skills. Ability to manage time effectively and prioritize tasks. Proactive approach and responsibility for workload. Knowledge of company systems (Outlook, Microsoft Office, Salesforce, iBusiness). Technical knowledge of pensions and investments. Understanding of adviser client base and financial products (ISAs, investments, bonds, trusts, gifts, retirement accounts). Experience in a similar administrative role. Additional Information: EU work permit required. This is a permanent position based in Southern England. The posting is active, and applications are being accepted until 17th July 2025. #J-18808-Ljbffr