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Paraplanner
- Reading, Berkshire
- £28,000 - £30,000 per annum, inc benefits
- 1 application
- Job type: Permanent, full-time
- Date:
- Reference: 21147927
To provide research, technical report writing and client support for the Advisers of this well-establish consultancy practice.
Typical duties will include:
- Being the first point of contact for all technical queries
- Delivering and exceptional client experience
- Assisting with the research of products, technical analysis and preparation of recommendations and client reports
- Obtaining quotation illustrations, preparing comparisons, valuations and other documents.
- Review existing products, client portfolios, asset allocation and risk profiles. Obtain and assess information and prepare analysis, illustrations and comparison to show all relevant charges, performance, policy terms and other considerations.
- Liaising with providers
To be considered for this role you will need to have:
- Your full Certificate in Financial Planning (full FPC or CertPFS) and preferably working towards your Diploma
- Proven track record delivering first class paraplanning support to a Financial Advisor
- Excellent client management skills
- Strong letter and report writing skills
- Excellent practical knowledge of 1st SoftwareHillman Saunders is acting as an Employment Agency in relation to this vacancy.
Typical duties will include:
- Being the first point of contact for all technical queries
- Delivering and exceptional client experience
- Assisting with the research of products, technical analysis and preparation of recommendations and client reports
- Obtaining quotation illustrations, preparing comparisons, valuations and other documents.
- Review existing products, client portfolios, asset allocation and risk profiles. Obtain and assess information and prepare analysis, illustrations and comparison to show all relevant charges, performance, policy terms and other considerations.
- Liaising with providers
To be considered for this role you will need to have:
- Your full Certificate in Financial Planning (full FPC or CertPFS) and preferably working towards your Diploma
- Proven track record delivering first class paraplanning support to a Financial Advisor
- Excellent client management skills
- Strong letter and report writing skills
- Excellent practical knowledge of 1st SoftwareHillman Saunders is acting as an Employment Agency in relation to this vacancy.
