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Position: Paraplanner
Location: Oxford
Salary: upto £40,000 plus benefits
Our client is a national Wealth Practice, with offices throughout the UK.
The currently have a requirement for an experienced Paraplanner, looking to develop their financial career by joining a Market Leading Wealth Management Company, within an established and successful team. 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 their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research and compiling compliant suitability reports on clients’ existing and potential arrangements.
Specific Responsibilities:
- Writing Financial Planning Reports that the Planners can present to clients.
- Supporting the Planners by conducting research on products and helping find the right solutions for 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.
The role will be perfect for you if you have the following skills, experience and qualifications:
- 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.
- 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.
To apply for the role please send your CV to Stuart at Reward Recruitment Limited or contact me directly on 0 7 7 4 7 7 8 2 9 3 4.
