Paraplanner

Job Description

IRC is working with a well-established Ellesmere Port Independent Financial Adviser practice. Their continued success has opened up an exciting opportunity for an experienced Paraplanner. As flexible employers, they recognise that their employees are their business. They are open to full time, part-time and hybrid working as long as you live within commutable distance of their office.

 Career Paraplanner or a desire to move into an Adviser position in a couple of years are opportunities that are available for the right candidate.

 A package including a basic salary of up to £37,000 plus benefits has been put together to attract the best applicants

Personal attributes are important, you should be comfortable conversing with clients/providers and work colleagues, be technically advanced and have a real desire to learn, improve and strive for perfection.

The Paraplanner duties of the role are listed below, but primarily your role would be to support the Financial Adviser in formulating appropriate advice.

 

Paraplanner Duties

• Liaise with advisers, clients, and finance providers to implement recommended advice.

• Prepare presentation pack including collating all relevant and appropriate forms, reports, additional documents, and brochures using the appropriate checklists.

• Undertake research to identify suitable solutions to meet the clients’ needs.

• Maintain CRM system.

• Monitor and maintain client assets on the Platform.

• Ensure all compliance paperwork is on file and in order.

• Monitor the progress of new business cases and respond to queries or requests for further information.

• Keep up to date with technical and professional development.

 

Key skills required:

• Outstanding communication and organisation skills

• Excellent attention to detail

• Use own initiative and have a 'can do’ working style

• Ability to prioritise and work to tight deadlines

• Willingness to quickly learn new skills

• Able to explain complex information clearly and simply

• Excellent customer service skills

• Computer literate with the full MS Office

• Honest and trustworthy attitude. Respect for confidential information

• Ideally, you will be studying towards becoming Level 4 Diploma qualified (but not essential)

  

Next Step

Does this sound like an opportunity that aligns with your career ambitions?

For this immediate opportunity please forward your CV to Charlotte Wardrop today! charlotte@ircfs.com

We look forward to starting your journey with you!