Paraplanner, Marlborough (BW-2054)

Paraplanner, Marlborough
Salary £35,000 - £40,000 p.a.
WFH 1 day a week

Role Overview

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.

Role Responsibilities

• Writing Financial Planning Reports
• Supporting the Planners by conducting research on products and helping find the right solutions for 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.

About You

• 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

• Competitive Salary
• 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave,
• Holiday Purchase Scheme
• Life Assurance
• Pension
• Eyecare
• Shopping discounts.
• Free parking