A chance to work for an exciting financial services firm in Chester as a Paraplanner.
Client Details
A forward-thinking business that has won numerous awards, you will be joining an experienced and growing team where you will be supported with training, development and support for qualifications. The firm has a key focus on sustainability, diversity and inclusion, and is a great environment to work in.
Description
As a Paraplanner, you will be supporting the Financial Planners with administration support to service clients needs around financial advice, and ensuring that this service is a top class standard. The main duties will be:
- Preparing suitability reports for clients and preparing client review packs, for investments, pensions and protection solutions
- Carrying out specific research on financial products for each individual client needs
- Using investment and wrap platforms
- Carrying out reviews and dealing with client queries quickly and efficiently, and act as a point of contacts for clients
- Submitting plans to third party provider companies
- Maintaining all necessary administrative information, ensuring all is correct and accurate, as well as being compliant with relevant bodies
- Obtaining illustrations and product information, as well as preparing application forms
Profile
For this role, we are looking for someone who has:
- Level 4 diploma qualification
- Experience working in an IFA practice
- Strong analytical skills
- Excellent communication skills
- Solid knowledge of financial products such as pensions, investments, mortgages and protections
Job Offer
As Paraplanner, you will get:
- £35,000-40,000
- 25 days holiday as well as option to buy/sell
- Company pension scheme
- Onsite parking
- Great location in Chester