Paraplanner

1 week ago


Hertford, United Kingdom Tempest Jones Full time

Paraplanner
Specific Responsibilities:

- Writing Financial Planning Reports for planners to present to clients
- Supporting the Advisers 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
- Obtaining illustrations and valuations
- Keeping up to date with financial products and legislation
- Complying with all company and industry guidelines, rules and regulations
Role Requirements:

- Experience in a Financial Advice firm with Paraplanner or report writing skills
- Diploma qualified is desirable but not essential
- Confident with IT and office software packages Word, Excel, PowerPoint
Hours: Monday - Friday 9.00am - 5.00pm (35 hours)

**Salary**: Competitive dependant on experience and qualifications
Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare


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