Paraplanner, MarlboroughSalary £35,000 - £40,000 p.a.WFH 1 day a week
Role Overview
You will work closely with the Financial Planners by providing technical support in the process of servicing their 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.
Role Responsibilities
* Writing Financial Planning Reports
* Supporting the Planners by conducting research on products and helping find the right solutions for clients.
* Assisting with reviews and customer requests as well as acting as a point of contact for 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.
About You
1. Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
2. Diploma qualified is desirable but consideration will be made for ca...