Job Description

This should be an interesting role that will offer a broad variety of tasks including processing new business, administering existing cases, performing valuations, liaising with internal and external stakeholders, and carrying out basic compliance checks. You will work closely with the paraplanners, financial advisers and company directors, helping with all aspects of their day to day work.

In return for your hard work, you’ll be offered an excellent salary of £24,000 to £26,500, coupled with a generous benefits package and bonus payments. Once you are established in the role, the company will also pay for your professional exams and provide training towards becoming a paraplanner, assuming this is in line with your career aspirations.

Required Knowledge, Skills, and Abilities

You will join an established team that work well together, operating free from office politics and in an adult environment. The employer has worked hard to create a good atmosphere in the office by attracting a friendly, dedicated team.