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.