PARAPLANNER

Description:

Clark James Recruitment are working with a Market Leading Wealth Management Company, due to further business expansion our client are looking to recruit a an experienced Paraplanner to join their busy office in Marlborough.

Previous experience working as a Paraplanner is essential, please only apply if your cv demonstrates previous experience working as a Paraplanner.

Role

* Are you a motivated Paraplanner looking to develop your financial career by joining a Market Leading Wealth Management Company with an established and successful team?

* We have a fantastic vacancy for a Paraplanner to join our busy Marlborough Office.

* This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.

* You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements.

* After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports.

* The successful candidate will need to be motivated, friendly and professional at all times.

* Writing Financial Planning Reports that our Planners present to clients.

* Supporting the Planners 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 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.

Candidate

* 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 can manage and prioritise workloads.

* 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.

* Excellent organisational and multi-tasking abilities are essential.

* Flexibility/ adaptability to cope with change.

* Confident with IT and office software packages Word, Excel, PowerPoint.

Package

* Basic salary to £40,000.

* 25 days holiday (rising with length of service) plus Bank Holidays, birthday leave, holiday purchase scheme

* Life Assurance & Pension.

* Corporate Eyecare and extra shopping discounts.

* Option to work from home up to two days per week