• Job Reference: 00001272-1
  • Date Posted: 10 November 2021
  • Recruiter: Aspire Personnel
  • Location: Olney
  • Salary: £30,000 to £35,000
  • Sector: Accounting, Administration, Legal
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Our client is looking for a Paraplanner to join their busy team!

The key duties of the role are listed below.

  • Writing Financial Planning Reports that our Advisers present to clients
  • Supporting the Advisers 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 regulation.

Key requirements are:

  • Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice
  • A detailed understanding of pensions, investments, protection and tax planning;
  • The role requires a reliable individual who has the ability to manage and prioritise workloads
  • Communication skills at all levels
  • Experience of working as part of a team
  • Flexibility/ adaptability to cope with change
  • Confident with IT and office software packages Word, Excel,
  • Intelligent office would be desirable, along with research tools such as O&M
  • Previous experience of using different provider websites and knowledge of the overall application and administrative processes.

Both part time and full time positions available. Part time days would be (2-3 days a week) 

Salary dependant on experience

Interested? Then please click the apply button now!