Part Time Paraplanner

Job Details

Our client is looking to recruit a part time Paraplanner or Financial Advisor to join their team.

Working 2-3 days a week, (this can be a hybrid Role)

The key duties of the role are listed below.

* Writing Financial Planning Reports that our Advisers present to clients

* Supporting the Advisers 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 regulation.

Key requirements are:

* Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice

* A detailed understanding of pensions, investments, protection and tax planning;

* The role requires a reliable individual who has the ability to manage and prioritise workloads

* Communication skills at all levels

* Experience of working as part of a team

* Flexibility/ adaptability to cope with change

* Confident with IT and office software packages Word, Excel,

* Intelligent office would be desirable, along with research tools such as O&M

* Previous experience of using different provider websites and knowledge of the overall application and administrative processes