We are seeking a Chartered Paraplanner with a minimum of five years' experience in a similar environment to join our Paraplanning team located in Stokenchurch, Buckinghamshire.
Job Responsibilities
* Writing Financial Planning Reports that our Planners present to clients.
* Supporting the Planners 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 our clients to deal with day‑to‑day queries.
* Arranging for plans to be submitted to provider companies.
* Maintaining client records on the company software and ensuring the client and firm files are well presented, accurate and compliant.
* Preparation of client review packs.
* Illustration requests.
* Keeping up to date with financial products and legislation.
* Complying with all company and industry guidelines, rules and regulations.
Requirements
* Experience in a Financial Advice firm and Paraplanner/report writing skills is essential.
* Diploma qualification is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
* Reliable individual who has the ability to manage and prioritise workloads.
* Outstanding communication skills at all levels.
* Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
* Analytical and problem‑solving skills.
* Experience of working as part of a team.
* Excellent organisational and multi‑tasking abilities are essential.
* Flexibility/adaptability to cope with change.
* Confident with IT and office software packages Word, Excel, PowerPoint.
Benefits
25 days holiday (rising with length of service) plus bank holidays, holiday purchase scheme and birthday leave. E‑discounts, electric car scheme, life assurance, pension and corporate eyecare.
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