Job Information

Our client is a national financial planning and wealth management group which operates from many offices across the UK employing 300 staff, including over 80 highly qualified advisers. 

They provide impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning and investments. 

Due to ongoing growth require several Paraplanners for various offices across the UK. 

The successful candidate will need to be motivated, friendly and professional at all times. 

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.

Analytical and problem-solving skills

Excellent organisational and multi-tasking abilities are essential

Confident with IT and office software packages Word, Excel, PowerPoint 

Specific Responsibilities:

Writing Financial Planning Reports that our 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 our 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

Conduct detailed research on clients’ existing and potential arrangements 

Benefits

Salary negotiable dependant on experience and qualifications

25 days holiday increasing with length of service plus bank holidays

Holiday purchase scheme

Life Assurance

Corporate eye care

Pension 

For a full job description please apply on-line or contact Cameron James.