Paraplanner
other jobs AB Recruitment
Added before 3 Days
- England,South West,Wiltshire
- full-time
- £30,000 - £35,000 per annum
Job Description:
LOCATION: Swindon / Marlborough
SALARY: £30,000 - £35,000
JOB TYPE: Permanent Monday to Friday
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.
Job Responsibilities
*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.
*Ability to produce business correspondence, proofread 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.
SALARY: £30,000 - £35,000
JOB TYPE: Permanent Monday to Friday
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.
Job Responsibilities
*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.
*Ability to produce business correspondence, proofread 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.
Job number 1718344
metapel
Company Details:
AB Recruitment
Company size: 2-10 employees
Industry: Staffing and Recruiting
Welcome to A&B Recruitment, our Recruitment Consultants have many years experience and are able to provide candidates for Recruitment Solutions across...