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Financial Planning Assistant

2 months ago

Marlborough, Wiltshire, United Kingdom Reward Recruitment Full time
Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team at Reward Recruitment. As a Paraplanner, you will play a crucial role in supporting our Planners in delivering exceptional client service.

Key Responsibilities:
  • Assist Planners in creating comprehensive Financial Planning Reports for clients.
  • Conduct research on financial products and services to identify suitable solutions for clients.
  • Support Planners in reviewing client files and responding to customer inquiries.
  • Coordinate the submission of plans to provider companies.
  • Maintain accurate and up-to-date client records on our software system.
  • Prepare client review packs and ensure compliance with company and industry guidelines.
Requirements:
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Knowledge of financial products and services.
  • Compliance with company and industry regulations.

If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply for this exciting opportunity.