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 Rotherham 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:
The key duties of the role are listed below:
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
Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries
Arranging for plans to be submitted to provider companies
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
Preparation of client review packs
Illustration requests
Keep up to date with financial products and legislation
Comply with all company and industry guidelines, rules and regulations
Due to the nature of the business, the role may also include additional responsibilities considered reasonable
Key requirements are:
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 to do the job.
A 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