Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Rotherham offices.

The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients existing and potential arrangements.

After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports

Specific Responsibilities

• Writing Financial Planning Reports that Advisers present to clients
• Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
• Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with ...