Paraplanner

2 weeks ago

Chester, United Kingdom Page Personnel Full time
A chance to work for an exciting financial services firm in Chester as a Paraplanner.
Client Details
A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.
Description
As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:
Preparing suitability reports for clients and preparing client review packs, for investments, pensions and protection solutions
Carrying out specific research on financial products for each individual client needs
Using investment and wrap platforms
Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
Submitting plans to third party provider companies
Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
Obtaining illustrations and product information, as well as preparing application formsProfile
For this role, we are looking for someone who has:
Level 4 diploma qualification
Experience working in an IFA practice
Strong analytical skills
Excellent communication skills
Solid knowledge of financial products such as pensions, investments, mortgages and protectionsJob Offer
As Paraplanner, you will get:
£(phone number removed)
25 days holiday as well as option to buy/sell
Company pension scheme
Onsite parking
Great location in Chester

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