Paraplanner Job in Norwich, Anglia Uk
We have an exciting opportunity for a Paraplanner to join our client on the outskirts of Norwich, Norfolk.
Our client is currently preparing for several exciting changes within their business and is looking for a proactive and self – motivated individual to join their team to look after the following:
· Taking charge of all administration, which involves learning and fully utilising a new database which will improve communication and processes throughout the team
· Assisting and working closely with the Financial Advisors following client visits through producing suitability reports and supporting documentation.
· Ensuring all client files and company administration is compliant with FSA regulations, which you will support through “spot check audits”
We are seeking a confident candidate who has experience within a similar role, with CF1, CF2, CF3 or equivalent as a minimum.
This is an exciting career move for a candidate who is looking for a new challenge and a chance to expand their responsibilities and capabilities.