Job Details
Paraplanner Excellent Benefits
Sector:Financial Services
Region : South East England
Location: Chesham
Salary: to £45,000 neg
Job Ref.: CL2308PPPCh
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.