Overview
An excellent opportunity for an experienced paraplanner has arisen to join a small reputable IFA practice in Preston.
4 days ago Be among the first 25 applicants
Key responsibilities and accountabilities
1. Produce professional suitability reports
2. Tailoring suitability letters to individual clients
3. Responsible for file preparation for meetings and existing business administration
4. Provide specific product, provider and fund research
5. Assisting administrators during busy periods and working in a team environment.
6. Other administrative duties include:
* Submit new business applications
* Deal with providers
* Deal with clients
Qualifications and experience
* You will need to have worked within the Financial Services industry and as a paraplanner for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies.
* You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.
* You must have had experience of writing suitability reports.
* If not already qualified to diploma level, should be part qualified or keen to progress further.
* Experience using Intelligent Office and Selectapension would put candidates at an advantage.
Job details
* Hours: Mon- Friday 37.5 hours to be arranged
* Job Types: Full-time, Permanent
* Salary: £27,000 - £35,000.00 per year (dependent upon qualifications & experience)
* Work Location: In person at 14 Ribblesdale Place, Preston, PR1 3NA
* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Information Technology
Experience:
* Financial Advisory Support Occupations: 2 years (required)
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