Paraplanner – Swansea
Salary
Up to 28,000 (dependent on experience)
Location
Swansea
Job Type
Full Time
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Our client is an established financial planning firm based in Swansea who are going through an exciting growth period and now need to expand their back office.
They are now seeking an experienced Paraplanner who can come in to the business and support their IFA team. This is a small but growing practice who offer financial solutions to both personal and corporate clients, dealing with a wide range of financial products and services.
You will be supporting their Financial Advisors and providing support. The main duties will involve:
- Assisting with writing client reports
- Assisting with writing client letters
- Requesting quotes from various provider systems
- Providing client liaison and customer service support
- Correspond with clients and insurers over the telephone, email, and letter.
- Support other areas of the business when necessary