Paraplanner – Warrington

Job Description

Hours Full Time 9am to 5pm Monday to Friday

25 days Holiday (Rising with length of service) Plus Bank Holidays, Eyecare, Pension and Life Assurance, Holiday Purchase Scheme

Leading Financial Planning and Wealth Management Company with multiple offices in the UK are experiencing rapid growth and therefore are looking to recruit an additional Paraplanner

Role Description

The successful candidate will work closely with their Financial Advisors 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 clients' financial objectives, you will produce timely and compliant Financial Planning Reports

Specific Responsibilities

The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Writing Financial Planning Reports that their Advisors present to clients

Supporting the advisors by conducting research on products and helping find the right solutions for the clients

Assisting with reviews and customer requests as well as acting as a point of contact for their clients to deal with day to day enquiries

Arranging for plans to be submitted to provider companies

Maintain client records on the company software and ensure the client and firms' 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

Key Requirements Required

You need to be motivated, friendly and professional at all times

You have worked in a Financial Advice Firm and Paraplanner report writing is essential

Diploma qualified is desirable but consideration will be made if you have the relevant skills and experience to do the job

You must be able 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

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

For this immediate opportunity please forward an up to date word document cv today for earliest consideration