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Paraplanner

Location: TAUNTON, SOMERSET Salary: 25000 - 32000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: about 22 hours ago Reference: 3098320
A leading Chartered Wealth Management firm, who have recently moved into brand new offices in Taunton now require a technical Paraplanner to join their team.

You will provide Para-planning support to the Financial Advisers by researching products and funds, preparing letters, reports and technical advisory papers as well as promoting the company in a good light.


1. To provide dedicated support to the Financial Advisers by researching products and funds, preparing letters, reports and technical advisory papers.
2. Act as a primary interface between adviser and client.
3. Dealing with queries/reviews on existing business.
4. Answer incoming calls and passing enquires onto the relevant person.
5. Building relationships with clients
6. Maintain our computerised customer database.
7. Accurate processing of documentation.

You will need to be self sufficient, driven with the ability to take ownership of your role and in return you will work for a successful and friendly firm who offers genuine career opportunities in regards to progression and support with professional qualifications.

To discuss this role in more detail, please contact me today on 0117 930 4820 and email an up to date CV to beth.green@reedglobal.com

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