LOCATION: Swindon / Marlborough
SALARY: £30,000 - £35,000
JOB TYPE: Permanent Monday to Friday
The key duties of the role are:
- 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.
Due to the nature of the business, the role may also include additional responsibilities considered reasonable.
Job Responsibilities
- 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.
- Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
- Analytical and problem-solving skills.
- Confident with IT and office software packages Word, Excel, PowerPoint.