IRC is delighted to be recruiting on behalf of our client, a DA firm looking for an experienced Paraplanner to join their team based at their offices in Knutsford, on a full time Monday – Friday basis.
Fantastic Opportunity for a Paraplanner to join a well-established directly authorised firm, based in Knutsford.
You must have at least 3 years’ experience in a similar role and hold the relevant qualifications.
Ideally have pensions experience, as you will be supporting the pensions director, and one other.
Salary is negotiable for the right candidate, and my client pays above the norm to secure the right person + usual company benefits.
This is an onsite, Monday - Friday role
The successful candidate will work closely with their Financial Advisers and pensions director providing technical support in the process of servicing the Clients’ Financial Advice needs, The key duties of the role are listed below:
➢ Writing Financial Planning Reports that 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 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.
Key requirements are:
➢ 3 years min experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
➢ Diploma qualified