Job Information

Our Client, a firm of Financial Advisors requires a Diploma level Paraplanner for their offices in Chelmsford. Reporting into the Director and a team of advisors.


Duties:


To write suitability reports for clients of the firm’s IFAs. Reports are often of a technical nature.


To attend client meetings along with IFAs where necessary.


To conduct whole of market research via Iress,, FE Analytics, Synaptic Comparator, O&M Pension Profiler etc.





Must have at least two years previous experience of working in a paraplanning role.


Must have excellent customer-care skills.


Will need a sound knowledge of Microsoft Office applications and preferably knowledge of Adviser Office (1st Software), The Exchange, and insurance company online applications.


Must have an excellent command of English and Maths.


Must be able to work under own initiative, and to undertake a variety of tasks by prioritising work





The salary for this post will be dependent on experience - £25k level 4, £30k 40 CII credits over level 4, £35k - £40k Chartered.


The hours of work will be 9 : 5.30 Monday to Friday each week. Holiday entitlement will initially be 21 days per annum plus bank holidays, rising to 25 days after year 5 of employment.