Paraplanner

My client is currently looking for an experienced Paraplanner to join their friendly team in Chorley. The successful candidate will work closely with Financial Advisers by providing technical support in the process of servicing the clients' financial advice needs. After assessing these against the client's financial objectives, you will produce timely and compliant financial planning reports. Specific responsibilities: Supporting the Advisers by conducting research on products and helping find the right solutions for the clients Writing financial planning reports that the Advisers present to 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 Experience and skills: Experience working in a "whole of market" financial advice firm, Paraplanner/ report writing experience is essential The role requires a reliable individual who has the ability to manage and prioritise workloads Role holders will be motivated, friendly and professional at all times 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 Flexibility / adaptability to cope with change Confident with IT and office software packages (Word, Excel, PowerPoint) Level 4 qualified Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.