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Paraplanner - 1843520
St Albans, ENG
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Specific Responsibilities:


The key duties of the role are listed below:


• Writing Financial Planning Reports that our Planners present to clients

• Supporting the Planners by conducting research on products and helping find the right solutions for our clients

• Assisting with reviews and customer requests as well as acting as a point of contact for our 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

• Keep up to date with financial products and legislation

• Comply with all company and industry guidelines, rules and regulations

• Due to the nature of the business, the role may also include additional responsibilities considered reasonable


Role requirements:


• 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



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