The role will be as Paraplanner, working in a business that is embracing change in order to deliver the best outcomes for clients. The business is using the recent lockdown to improve on all processes and communication methods so the ideal candidate will need to embrace change, be able to manage projects and have a clear vision of where the financial service industry needs to progress to.

Ideally, they have experience in Intelligent Office (or another back-office system), Financial

Express/Analytics and Cash Calc (or another cash flow planning tool).

This is a great opportunity to join a very happy business and one rewards hard work.

General responsibilities