Paraplanner – Taunton
Salary
30K - 35K
Location
Taunton
Job Type
Full Time
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My client is a respected and independent financial management company. A successful business, they have offices situated in London and South England and are currently looking to expand their Taunton office with an experienced Paraplanner.
Supporting a small team of advisers and working alongside other support staff, the paraplanner will be responsible for;
- Preparing client files in preparation for client meetings
- Preparing summaries and accompanying literature for client presentation.
- Carry out research to find the most appropriate products based on adviser briefing.
- Liaising with external companies to obtain relevant client policy information.
- Completing complex reports.
- Answering routine inquiries from clients.