Paraplanner
Marlborough
£35,000 to £40,000 plus benefits
Are you open to developing your career as a Paraplanner, with an established and successful market leading Wealth Management firm? If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Marlborough.The role comes with a competitive salary (upto £40,000 per annum) dependent upon experience and qualifications, with benefits including: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare and Extras Discount shopping discounts.The key duties of the role will include:
1. Writing Financial Planning Reports that our Planners present to clients.
2. Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
3. 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.
4. Arranging for plans to be submitted to provider companies.
5. Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
6. Preparation of client review packs.
7. Illustration requests.
8. Keep up to date with financial products and legislation.
9. Comply with all company and industry guidelines, ...