Be among the first 25 applicants
30K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical cover
Based Preston city centre – free parking. Onsite role.
Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some really great people, the Directors really look after their staff and reward generously.
The ideal person 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. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You must have had experience of writing suitability reports.
If not already qualified to diploma level, should be ideally be part qualified or keen to progress further.
Responsibilities
* Produce professional suitability reports
* Tailoring suitability letters to individual clients
* Responsible for file preparation for meetings and existing business administration
* Provide specific product, provider and fund research
* Assisting administrators during busy periods and working in a team environment.
* Submit new business applications and produce quotations
* Deal with providers and with clients
* Chase outstanding pipeline cases
* Chase outstanding fees
Main Skills
* Experience using Intelligent Office and Selectapension would be an advantage
* Must possess a minimum of 1 year of experience as a Paraplanner
* Experience of writing suitability reports is essential
* Good knowledge of financial products – particularly pensions and investments
* Excellent attention to detail
* Well organised and efficient
We welcome applicants from all nationalities but applicants must be able to commute to this role's location and be eligible to work in the UK.
Serata Search are operating as an employment agency
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
* Staffing and Recruiting
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