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We have a fantastic vacancy for a Paraplanner our client based in Marlborough, Wiltshire. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing 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 client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.
Specific Responsibilities
The key duties of the role are:
- Writing Financial Planning Reports that Planners present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
- 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.
- Illustration requests.
- Keep up to date with financial products and legislation.
Role Requirements
- 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.
- Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Salary: Competitive dependant on experience and qualifications. Available upon request.
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.
