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Clear IT Recruitment Limited
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Chorley, Lancashire
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
My client, a Financial Advisory firm based in Lancashire, are seeking a Paraplanner to join their team. Key Responsibilities: • Supporting the Advisers by conducting research on products and helping find the right solutions for clients • Writing Financial Planning Reports that our 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 & Skills: • You need to be motivated, friendly and professional at all times. Key requirements are: • 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, proofread 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 Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited. Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.