1 day ago Be among the first 25 applicants
An excellent opportunity for an experienced paraplanner has arisen to join our small reputable IFA practice in Preston.
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.
Experience using Intelligent Office and Selectapension would put candidates at an advantage.
Responsibilities
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:
Ø Submit new business applications
Ø Deal with providers
Ø Deal with clients
Qualifications
If not already qualified to diploma level, should be part qualified or keen to progress further.
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)
* Company pension
Schedule:
* Monday to Friday
Experience:
* Financial Advisory Support Occupations: 2 years (required)
Work Location: In person at 14 Ribblesdale Place, Preston, PR1 3NA
Job Type: Full-time
Pay: £27,000.00-£35,000.00 per year
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Information Technology
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