Paraplanner

Our client, a rapidly expanding national IFA brand has a
have a fantastic opportunity for a Paraplanner to join their Dore Office.

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 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.

Job Responsibilities

The key duties of the role are:

• Writing
  Financial Planning Reports that our Planners present to clients.
  
• Supporting
  the Planners 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.
  
• Keep
  up to date with financial products and legislation.
  
• Comply
  with all company and industry guidelines, rules and regulations.
  

Due to the nature of the business, the role may also include
additional responsibilities considered reasonable.

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.
  
• 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.
  

Benefits