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Paraplanner

Posted 9 March by Clark James Recruitment Easy Apply Ended

Working on behalf of a fantastic Financial Planning Consultancy, wie are are seeking an experienced Paraplanner

As Paraplanner, you will be providing technical administrative support to Financial Advisers within the group, with duties including, but not limited to:

  • Produce accurate compliant client reports for Financial Advisers
  • Assist in updating compliant client report templates
  • Collect relevant data in order to complete the reports
  • Produce quotations on financial products for comparison
  • Process investment, pension and protection new business and following the case through to completion
  • Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking
  • Assist in client meetings when requested
  • Type letters and draft routine correspondence
  • Complete annual review procedure
  • Maintain all necessary systems

To be considered for the role, you will need to hold the following skills, experiences & competencies:

  • Three years office experience including at least two years in a similar role/working environment
  • Familiar with Word and Excel
  • Report writing skills
  • Good team worker
  • Good written and verbal communication skills
  • Highly organised
  • Able to exercise initiative

You will hold relevant Financial Planning Qualifications, as well as being educated to A-Level standard, including GCSE’s in English and Maths

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

Reference: 34645830

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