Paraplanner
Bond Recruitment Ltd
- Maidstone, Kent
- £25,000-35,000 per year
- Permanent
- Full-time
The key duties of the role are listed below:
➢ Writing Financial Planning Reports that 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 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 reasonableKey requirements are:
➢ 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