My client is currently looking for an experienced Paraplanner who is capable of hitting the ground running, you must be capable of carrying out report writing and research independently. You will carry out ad hoc Project work You will speak with insurance companies and investment companies to obtain specific information You will use my clients back office system to construct data records and obtain information for existing clients You will comply with FCA rules and internal compliance procedures Good knowledge and experience of using Microsoft office and Excel Mathematics and English qualifications (grade C and above) A good telephone manner Experience within financial services, ideally within a holistic IFA firm 25 days holiday Free Parking Home working one day per week * Friday (hybrid) Annual bonus (ad hoc) Finance and support financial qualifications 9-5 – Monday to Friday (45 minutes for lunch) Financial services:
Locations
Pension Paraplanner in Norfolk, Norwich employer: Service Service Employment Agency Limited
Join a supportive and close-knit team at a local insurance broker in Norwich, where your contributions to customer service will be valued and rewarded. With competitive salaries, generous holiday allowances, and opportunities for hybrid working, this role offers a perfect balance of professional growth and personal well-being. Enjoy additional benefits such as monthly bonuses, a BUPA cash plan, and a strong commitment to employee development in a friendly work environment.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
