Paraplanner

2 days ago


Chorley, United Kingdom Recruitment Agenda Full time

Work closely with Financial Advisers to support clients. Must have experience within financial advice/paraplanning. Diploma ideal
- Previous Paraplanning experience
- Relevant qualification
- £ depending on experience

We are recruiting for an experienced Paraplanner to join a growing, national business.
Previous experience either as a paraplanner or financial advice background is essential and a relevant degree/diploma would be ideal.
You will work closely with the financial advisers and will provide technical support for clients financial needs.
Duties and responsibilities:

- Writing financial planning reports
- Conduct research on products - supporting advisers
- Assist with reviewing customers requests and q
- Queries
- Maintain detailed and accurate client records
- Prepare review packs

A requirement for this role will be to ensure you are up to date with company and industry guidelines, rules and legislations.
**Experience**:

- Paraplanning/financial advice essential
- Relevant qualification
- Ability to product accurate reports and presentations
- Analytical and good with problem solving
- Good knowledge of Microsoft Office

Salary is dependant on experience and hybrid working can be considered.


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