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A chance to work for an exciting financial services firm near Deeside as a Paraplanner!
Client Details
A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.
Description
As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:
- Preparing suitability reports for clients and preparing client review packs
- Carrying out specific research on financial products for each individual client needs
- Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
- Submitting plans to third party provider companies
- Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
Profile
For this role, we are looking for someone who has:
- Worked in a similar role with experience of paraplanning or administrative support for financial planners or front office
- Qualified or actively studying towards diploma qualification
- Excellent communication skills with confidence to speak to various stakeholders and enjoys client interaction
- Prides themselves on their customer service skills
- Has a strong attention to detail and able to work with a high level of accuracy
- Strong analytical skills and able to solves problems effectively
- Confidence with systems and IT
Job Offer
As Paraplanner, you will get:
- £30-40k salary depending on qualification/experience
- 25 days holiday as well as option to buy/sell
- Company pension scheme
- Private healthcare
- Critical illness cover
- Company bonus scheme
- Support for professional development
