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 Newcastle 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 ? Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant ? Illustration requests ? Keep up to date with financial products and legislation ? Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential ? Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience xkybehq to do the job.
? Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy ? Confident with IT and office software packages Word, Excel, PowerPoint